+14,985.7%
WWD vs TXT
+848.7%
+14,137.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.2% | +2.7% | +3.9% |
| 7D | +4.2% | -3.5% | +7.7% | +5.9% |
| 30D | -0.8% | +15.2% | -15.9% | -7.3% |
| 3M | -8.2% | -4.5% | -3.7% | -6.5% |
| 6M | -9.8% | -6.1% | -3.7% | -7.6% |
| YTD | +10.4% | -2.0% | +12.4% | +10.7% |
| 1Y | +25.5% | +4.2% | +21.3% | +22.3% |
| 3Y | +155.8% | +14.4% | +141.4% | +135.0% |
| 5Y | +187.3% | +12.3% | +175.0% | +164.1% |
| 10Y | +462.7% | +101.8% | +360.9% | +290.1% |
| All | +14,985.7% | +848.7% | +14,137.1% | +6,192.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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