+6,242.0%
TGT vs TXT
+2,070.1%
+4,171.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.4% |
| 7D | +0.8% | -4.8% | +5.6% | +2.3% |
| 30D | +12.2% | -10.6% | +22.8% | +16.0% |
| 3M | +33.8% | -13.2% | +47.0% | +39.0% |
| 6M | +39.3% | -20.3% | +59.6% | +48.2% |
| YTD | +72.9% | -9.3% | +82.1% | +76.1% |
| 1Y | +84.6% | -2.7% | +87.2% | +83.8% |
| 3Y | +46.2% | +1.4% | +44.8% | +42.7% |
| 5Y | -21.3% | +9.6% | -30.9% | -25.6% |
| 10Y | +213.5% | +94.9% | +118.6% | +128.9% |
| All | +6,242.0% | +2,070.1% | +4,171.9% | +1,528.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded TXT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling