+12.5%
TXT vs MDY
+45.8%
-33.3%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +1.5% |
| 7D | +0.8% | -0.8% | +1.6% | +1.6% |
| 30D | -10.4% | -3.9% | -6.6% | -6.9% |
| 3M | -14.3% | 0.0% | -14.3% | -14.3% |
| 6M | -15.1% | +8.5% | -23.6% | -21.7% |
| YTD | -8.3% | +13.2% | -21.5% | -19.0% |
| 1Y | -0.7% | +15.0% | -15.7% | -13.7% |
| 3Y | +6.0% | +49.6% | -43.6% | -29.6% |
| 5Y | +12.5% | +46.0% | -33.5% | -23.4% |
| All | +12.5% | +45.8% | -33.3% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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