+99.7%
TXN vs AG
+29.4%
+70.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +9.1% | -9.5% | -1.7% |
| 7D | +1.0% | -2.6% | +3.6% | +1.4% |
| 30D | +6.1% | -12.1% | +18.2% | +8.0% |
| 3M | +10.4% | -6.6% | +17.0% | +10.8% |
| 6M | +12.6% | -20.5% | +33.0% | +14.9% |
| YTD | +83.5% | -7.4% | +90.9% | +79.6% |
| 1Y | +99.7% | +33.4% | +66.3% | +87.2% |
| All | +99.7% | +29.4% | +70.4% | +87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling