+58.0%
TXN vs AMC
-99.5%
+157.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.6% | +0.4% |
| 7D | +2.2% | -0.8% | +3.0% | +2.2% |
| 30D | -9.5% | -1.2% | -8.3% | -9.5% |
| 3M | -10.5% | +42.2% | -52.8% | -12.8% |
| 6M | +35.4% | +118.8% | -83.4% | +27.9% |
| YTD | +51.8% | +64.1% | -12.4% | +45.4% |
| 1Y | +42.9% | -9.5% | +52.5% | +41.5% |
| 3Y | +71.3% | -64.3% | +135.7% | +72.8% |
| 5Y | +58.0% | -99.5% | +157.5% | +94.5% |
| All | +58.0% | -99.5% | +157.5% | +94.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling