+415.7%
TXN vs AMC
-99.0%
+514.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.9% | +4.9% | +1.1% |
| 7D | +2.7% | -6.8% | +9.5% | +2.8% |
| 30D | -6.7% | +1.7% | -8.4% | -6.8% |
| 3M | -8.9% | +26.8% | -35.7% | -9.5% |
| 6M | +34.7% | +117.7% | -83.0% | +32.1% |
| YTD | +53.3% | +57.7% | -4.4% | +51.2% |
| 1Y | +45.0% | -12.5% | +57.5% | +44.6% |
| 3Y | +73.1% | -65.7% | +138.8% | +73.4% |
| 5Y | +59.9% | -99.5% | +159.4% | +66.1% |
| 10Y | +415.7% | -99.0% | +514.6% | +440.1% |
| All | +415.7% | -99.0% | +514.6% | +440.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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