+2,209.5%
TXT vs RVTY
+3,007.5%
-798.0%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.6% | -1.4% | +1.1% |
| 7D | -3.5% | +6.0% | -9.5% | -5.5% |
| 30D | +15.2% | +4.3% | +10.9% | +13.3% |
| 3M | -4.5% | +40.2% | -44.7% | -15.0% |
| 6M | -6.1% | +59.3% | -65.4% | -20.3% |
| YTD | -2.0% | +66.5% | -68.5% | -18.7% |
| 1Y | +4.2% | +77.5% | -73.3% | -15.5% |
| 3Y | +14.4% | +92.5% | -78.1% | -11.4% |
| 5Y | +12.3% | -6.8% | +19.1% | +7.0% |
| 10Y | +101.8% | +225.4% | -123.5% | +28.0% |
| All | +2,209.5% | +3,007.5% | -798.0% | +610.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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