+41.6%
TXN vs AGI
+17.6%
+24.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.9% | +3.7% | +2.1% |
| 7D | -0.1% | +0.6% | -0.7% | -0.2% |
| 30D | -6.9% | +18.2% | -25.2% | -9.0% |
| 3M | -14.9% | -4.1% | -10.8% | -15.0% |
| 6M | +29.0% | -28.7% | +57.7% | +31.7% |
| YTD | +51.5% | -4.0% | +55.5% | +50.9% |
| 1Y | +41.6% | +17.4% | +24.1% | +38.6% |
| All | +41.6% | +17.6% | +24.0% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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