+812.9%
TTMI vs TXT
+13.4%
+799.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.4% | -4.4% | -4.2% |
| 7D | +7.5% | +0.8% | +6.7% | +6.9% |
| 30D | -4.5% | -10.4% | +6.0% | +2.7% |
| 3M | -28.5% | -14.3% | -14.2% | -21.1% |
| 6M | +28.4% | -15.1% | +43.5% | +43.1% |
| YTD | +80.1% | -8.3% | +88.4% | +90.2% |
| 1Y | +161.0% | -0.7% | +161.7% | +162.4% |
| 3Y | +862.4% | +6.0% | +856.5% | +801.4% |
| 5Y | +812.9% | +12.5% | +800.4% | +694.9% |
| All | +812.9% | +13.4% | +799.5% | +694.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling