+850.2%
TXT vs SUI
+4,072.7%
-3,222.5%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.9% | +4.8% | +4.4% |
| 7D | -1.1% | +3.4% | -4.5% | -3.0% |
| 30D | +17.1% | +4.6% | +12.5% | +14.0% |
| 3M | -2.6% | +1.6% | -4.2% | -3.9% |
| 6M | -4.6% | -3.5% | -1.1% | -3.7% |
| YTD | -0.3% | -1.0% | +0.7% | -0.9% |
| 1Y | +5.9% | -1.7% | +7.6% | +5.7% |
| 3Y | +14.4% | +18.4% | -4.0% | +0.3% |
| 5Y | +15.9% | -26.3% | +42.2% | +28.1% |
| 10Y | +99.6% | +123.3% | -23.8% | +10.4% |
| All | +850.2% | +4,072.7% | -3,222.5% | +35.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling