+96.9%
TXT vs SUI
+110.1%
-13.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.2% |
| 7D | -4.8% | -2.8% | -1.9% | -3.7% |
| 30D | -10.6% | -1.2% | -9.4% | -10.2% |
| 3M | -13.2% | -1.7% | -11.4% | -12.9% |
| 6M | -20.3% | -10.5% | -9.9% | -17.0% |
| YTD | -9.3% | -1.8% | -7.4% | -9.0% |
| 1Y | -2.7% | -4.1% | +1.4% | -1.6% |
| 3Y | +1.4% | +11.3% | -9.9% | -5.6% |
| 5Y | +9.6% | -32.1% | +41.7% | +24.9% |
| All | +96.9% | +110.1% | -13.2% | +82.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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