+469.9%
TXN vs AMC
-98.7%
+568.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.1% | +1.6% |
| 7D | -3.8% | +5.5% | -9.3% | -3.9% |
| 30D | +6.4% | +16.1% | -9.7% | +6.1% |
| 3M | +7.7% | +43.0% | -35.3% | +6.9% |
| 6M | +5.5% | +130.7% | -125.2% | +3.5% |
| YTD | +77.0% | +121.8% | -44.8% | +73.4% |
| 1Y | +91.2% | +40.7% | +50.6% | +88.9% |
| 3Y | +121.5% | -56.8% | +178.3% | +121.0% |
| 5Y | +84.9% | -99.1% | +184.0% | +90.4% |
| 10Y | +469.9% | -98.7% | +568.5% | +499.5% |
| All | +469.9% | -98.7% | +568.6% | +499.5% |
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