+149.4%
TXN vs ACI
+17.4%
+132.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -1.0% |
| 7D | +2.0% | -7.1% | +9.0% | +2.4% |
| 30D | -8.0% | -4.5% | -3.5% | -7.8% |
| 3M | -7.8% | -22.3% | +14.5% | -6.6% |
| 6M | +32.4% | -28.4% | +60.8% | +34.6% |
| YTD | +51.7% | -29.5% | +81.2% | +54.2% |
| 1Y | +44.3% | -34.2% | +78.5% | +47.4% |
| 3Y | +71.3% | -45.7% | +116.9% | +77.0% |
| 5Y | +56.4% | -40.8% | +97.2% | +60.0% |
| All | +149.4% | +17.4% | +132.0% | +138.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling