-3.8%
TXT vs BUD
+35.5%
-39.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.8% |
| 7D | -0.2% | +0.8% | -1.0% | -0.4% |
| 30D | -11.1% | -4.8% | -6.2% | -9.9% |
| 3M | -13.0% | +1.4% | -14.3% | -14.0% |
| 6M | -16.2% | +9.9% | -26.1% | -20.1% |
| YTD | -8.7% | +26.3% | -35.1% | -16.3% |
| 1Y | -3.8% | +36.1% | -39.9% | -10.7% |
| All | -3.8% | +35.5% | -39.3% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 1y: compounded portfolio wealth divided by compounded BUD 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…
1y analysis · Full analysis span regression · 6 months rolling