+71.9%
TXN vs A
+29.6%
+42.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.5% | +1.5% |
| 7D | +2.7% | -4.4% | +7.1% | +4.2% |
| 30D | -6.7% | -2.7% | -4.1% | -5.9% |
| 3M | -8.9% | +7.0% | -16.0% | -11.3% |
| 6M | +34.7% | +24.6% | +10.1% | +22.3% |
| YTD | +53.3% | +7.0% | +46.3% | +49.0% |
| 1Y | +45.0% | +15.6% | +29.5% | +35.1% |
| All | +71.9% | +29.6% | +42.3% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 3y: compounded portfolio wealth divided by compounded A 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…
3y analysis · Full analysis span regression · 6 months rolling