+11.6%
TXT vs IBN
+60.8%
-49.2%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.1% |
| 7D | -4.8% | +1.4% | -6.2% | -5.2% |
| 30D | -10.6% | -0.3% | -10.3% | -10.6% |
| 3M | -13.2% | +17.1% | -30.3% | -17.8% |
| 6M | -20.3% | +3.4% | -23.7% | -21.5% |
| YTD | -9.3% | +2.5% | -11.8% | -10.5% |
| 1Y | -2.7% | -4.2% | +1.5% | -2.1% |
| 3Y | +1.4% | +32.4% | -31.0% | -11.4% |
| All | +11.6% | +60.8% | -49.2% | -14.3% |
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