+101.8%
TXT vs RACE
+738.3%
-636.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.6% | +1.9% |
| 7D | -3.5% | +3.9% | -7.4% | -5.2% |
| 30D | +15.2% | +7.4% | +7.7% | +11.5% |
| 3M | -4.5% | +1.6% | -6.1% | -5.5% |
| 6M | -6.1% | +23.3% | -29.4% | -15.4% |
| YTD | -2.0% | +14.7% | -16.6% | -9.5% |
| 1Y | +4.2% | +2.5% | +1.7% | +1.1% |
| 3Y | +14.4% | +28.0% | -13.6% | -6.6% |
| 5Y | +12.3% | +69.8% | -57.5% | -23.4% |
| 10Y | +101.8% | +734.9% | -633.1% | -21.2% |
| All | +101.8% | +738.3% | -636.5% | -21.2% |
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