+746.8%
TXN vs AMC
-98.1%
+844.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.3% | -2.5% | +1.7% |
| 7D | -0.1% | +2.3% | -2.4% | -0.1% |
| 30D | -6.9% | -0.7% | -6.2% | -7.0% |
| 3M | -14.9% | +35.2% | -50.1% | -15.7% |
| 6M | +29.0% | +124.6% | -95.6% | +26.1% |
| YTD | +51.5% | +69.9% | -18.4% | +48.8% |
| 1Y | +41.6% | -2.6% | +44.1% | +40.7% |
| 3Y | +65.8% | -79.8% | +145.6% | +67.5% |
| 5Y | +56.8% | -99.4% | +156.2% | +64.2% |
| 10Y | +387.5% | -98.9% | +486.3% | +434.9% |
| All | +746.8% | -98.1% | +844.9% | +715.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling