+1,622.6%
T vs TXN
+25,258.8%
-23,636.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | +0.4% |
| 7D | +2.5% | +9.5% | -6.9% | +1.1% |
| 30D | -3.8% | +8.7% | -12.5% | -5.2% |
| 3M | -8.7% | +11.6% | -20.3% | -10.6% |
| 6M | -8.1% | +0.1% | -8.2% | -9.1% |
| YTD | -6.4% | +78.8% | -85.3% | -15.9% |
| 1Y | -9.8% | +91.2% | -101.0% | -19.8% |
| 3Y | +65.5% | +125.8% | -60.3% | +40.3% |
| 5Y | +57.0% | +83.8% | -26.8% | +36.2% |
| 10Y | +60.8% | +469.9% | -409.1% | +15.6% |
| All | +1,622.6% | +25,258.8% | -23,636.2% | +570.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling