+87.8%
TXT vs RACE
+729.2%
-641.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -1.4% |
| 7D | +0.1% | -1.2% | +1.3% | +0.7% |
| 30D | +13.3% | +6.1% | +7.2% | +10.4% |
| 3M | -5.0% | -0.3% | -4.7% | -5.2% |
| 6M | -8.4% | +23.4% | -31.8% | -17.5% |
| YTD | -4.0% | +12.5% | -16.5% | -10.6% |
| 1Y | +2.8% | -0.5% | +3.3% | +1.1% |
| 3Y | +10.3% | +23.6% | -13.3% | -8.5% |
| 5Y | +9.2% | +65.4% | -56.3% | -24.8% |
| All | +87.8% | +729.2% | -641.4% | -30.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling