+56.4%
TXN vs ACN
-43.7%
+100.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -1.4% |
| 7D | +2.0% | -7.9% | +9.8% | +4.0% |
| 30D | -8.0% | -1.1% | -6.9% | -8.0% |
| 3M | -7.8% | +5.6% | -13.4% | -10.0% |
| 6M | +32.4% | -9.9% | +42.4% | +35.3% |
| YTD | +51.7% | -32.3% | +84.0% | +77.0% |
| 1Y | +44.3% | -25.3% | +69.6% | +58.9% |
| 3Y | +71.3% | -42.3% | +113.5% | +109.9% |
| 5Y | +56.4% | -43.5% | +99.9% | +85.2% |
| All | +56.4% | -43.7% | +100.2% | +85.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling