+1,218.2%
BE vs TXN
+57.5%
+1,160.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.1% | -2.9% | -3.2% |
| 7D | +9.7% | +2.0% | +7.8% | +8.1% |
| 30D | +22.4% | -8.0% | +30.4% | +30.6% |
| 3M | +10.4% | -7.8% | +18.1% | +20.7% |
| 6M | +67.9% | +32.4% | +35.4% | +38.9% |
| YTD | +197.5% | +51.7% | +145.8% | +121.0% |
| 1Y | +310.6% | +44.3% | +266.3% | +215.7% |
| 3Y | +1,657.2% | +71.3% | +1,586.0% | +897.5% |
| 5Y | +1,218.2% | +56.4% | +1,161.7% | +749.0% |
| All | +1,218.2% | +57.5% | +1,160.7% | +749.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TXN.
Daily Out/Under-Performance
Portfolio return minus TXN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXN 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 5y: compounded portfolio wealth divided by compounded TXN 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…
5y analysis · Full analysis span regression · 6 months rolling