+8.7%
TXT vs RACE
+10.6%
-1.8%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.3% | -5.5% | -2.3% |
| 7D | +10.6% | +9.9% | +0.7% | +8.1% |
| 30D | +14.4% | +12.8% | +1.6% | +11.2% |
| 3M | -2.7% | +7.4% | -10.1% | -4.6% |
| 6M | -4.7% | +27.6% | -32.3% | -10.6% |
| YTD | -0.5% | +18.4% | -18.9% | -5.5% |
| 1Y | +8.7% | +9.5% | -0.8% | +5.3% |
| All | +8.7% | +10.6% | -1.8% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 1y: compounded portfolio wealth divided by compounded RACE 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…
1y analysis · Full analysis span regression · 6 months rolling