+15.9%
TXT vs IBN
+73.9%
-58.1%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.4% | +1.2% |
| 7D | -1.1% | +15.8% | -16.8% | -6.1% |
| 30D | +17.1% | +25.1% | -8.0% | +8.1% |
| 3M | -2.6% | +16.0% | -18.6% | -7.8% |
| 6M | -4.6% | +32.8% | -37.3% | -14.0% |
| YTD | -0.3% | +18.0% | -18.4% | -6.7% |
| 1Y | +5.9% | +15.9% | -10.0% | -0.2% |
| 3Y | +14.4% | +57.6% | -43.3% | -8.0% |
| 5Y | +15.9% | +74.7% | -58.8% | -16.4% |
| All | +15.9% | +73.9% | -58.1% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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