+287.5%
TXT vs IBN
+1,779.7%
-1,492.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.4% | +1.3% |
| 7D | -1.1% | +15.8% | -16.8% | -5.7% |
| 30D | +17.1% | +25.1% | -8.0% | +8.9% |
| 3M | -2.6% | +16.0% | -18.6% | -7.3% |
| 6M | -4.6% | +32.8% | -37.3% | -13.1% |
| YTD | -0.3% | +18.0% | -18.4% | -6.0% |
| 1Y | +5.9% | +15.9% | -10.0% | +0.4% |
| 3Y | +14.4% | +57.6% | -43.3% | -3.1% |
| 5Y | +15.9% | +74.7% | -58.8% | -5.5% |
| 10Y | +99.6% | +373.9% | -274.4% | +13.4% |
| All | +287.5% | +1,779.7% | -1,492.2% | +41.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling