+87.8%
TXT vs SUI
+123.0%
-35.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.2% |
| 7D | +0.1% | -1.5% | +1.6% | +0.7% |
| 30D | +13.3% | +3.7% | +9.6% | +11.4% |
| 3M | -5.0% | -0.4% | -4.6% | -5.1% |
| 6M | -8.4% | -2.8% | -5.6% | -8.0% |
| YTD | -4.0% | -1.6% | -2.4% | -4.0% |
| 1Y | +2.8% | -2.1% | +4.8% | +2.9% |
| 3Y | +10.3% | +18.5% | -8.2% | -0.3% |
| 5Y | +9.2% | -26.5% | +35.7% | +20.2% |
| All | +87.8% | +123.0% | -35.2% | +70.2% |
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