+11.5%
TXT vs AMBA
-54.5%
+66.0%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.3% |
| 7D | -4.8% | -11.0% | +6.2% | -3.0% |
| 30D | -10.6% | -23.2% | +12.5% | -6.8% |
| 3M | -13.2% | -12.7% | -0.5% | -13.2% |
| 6M | -20.3% | +11.2% | -31.6% | -24.9% |
| YTD | -9.3% | -11.2% | +2.0% | -11.3% |
| 1Y | -2.7% | -22.5% | +19.8% | -3.6% |
| 3Y | +1.4% | -1.3% | +2.7% | -9.8% |
| All | +11.5% | -54.5% | +66.0% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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