+283.6%
TXT vs IBN
+1,772.2%
-1,488.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | -0.8% | +11.1% | -12.0% | -4.2% |
| 30D | +13.4% | +23.9% | -10.4% | +5.9% |
| 3M | -2.5% | +16.3% | -18.9% | -7.3% |
| 6M | -6.2% | +34.2% | -40.4% | -14.8% |
| YTD | -1.3% | +17.6% | -18.9% | -6.8% |
| 1Y | +4.3% | +13.8% | -9.5% | -0.5% |
| 3Y | +13.2% | +57.0% | -43.8% | -3.9% |
| 5Y | +12.4% | +75.3% | -63.0% | -8.5% |
| 10Y | +94.8% | +388.7% | -293.9% | +9.7% |
| All | +283.6% | +1,772.2% | -1,488.6% | +40.2% |
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