+693.0%
TXT vs MDY
+2,662.7%
-1,969.7%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.5% |
| 7D | -4.8% | +0.1% | -4.9% | -4.9% |
| 30D | -10.6% | -1.5% | -9.1% | -9.1% |
| 3M | -13.2% | +0.8% | -13.9% | -14.0% |
| 6M | -20.3% | +7.4% | -27.8% | -26.6% |
| YTD | -9.3% | +15.2% | -24.4% | -22.7% |
| 1Y | -2.7% | +16.5% | -19.2% | -18.4% |
| 3Y | +1.4% | +46.8% | -45.4% | -35.3% |
| 5Y | +9.6% | +46.0% | -36.5% | -29.7% |
| 10Y | +94.9% | +172.1% | -77.2% | -34.2% |
| All | +693.0% | +2,662.7% | -1,969.7% | -52.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling