+125.8%
TXN vs ACI
-31.5%
+157.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.1% | -2.8% |
| 7D | +9.5% | +2.3% | +7.2% | +9.4% |
| 30D | +8.7% | +1.2% | +7.5% | +8.8% |
| 3M | +11.6% | +6.8% | +4.8% | +11.6% |
| 6M | +0.1% | -18.7% | +18.8% | +0.7% |
| YTD | +78.8% | -20.2% | +99.0% | +79.6% |
| 1Y | +91.2% | -23.7% | +114.9% | +92.6% |
| 3Y | +125.8% | -31.6% | +157.5% | +132.8% |
| All | +125.8% | -31.5% | +157.3% | +132.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling