+419.8%
TXN vs ACN
+97.5%
+322.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.4% | +0.5% | +2.3% |
| 7D | +4.0% | -1.5% | +5.5% | +4.6% |
| 30D | -2.9% | +2.1% | -4.9% | -4.2% |
| 3M | -9.1% | +11.1% | -20.2% | -16.2% |
| 6M | +36.6% | -6.8% | +43.5% | +34.6% |
| YTD | +57.5% | -30.0% | +87.5% | +81.8% |
| 1Y | +49.5% | -23.1% | +72.7% | +61.7% |
| 3Y | +76.5% | -40.4% | +116.9% | +116.7% |
| 5Y | +62.4% | -41.6% | +104.0% | +97.1% |
| All | +419.8% | +97.5% | +322.3% | +200.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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