+98.2%
TXN vs AMT
+9.1%
+89.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.2% | +3.1% |
| 7D | -0.5% | -2.4% | +1.8% | -0.9% |
| 30D | +10.5% | +4.2% | +6.3% | +11.3% |
| 3M | +10.7% | +13.4% | -2.7% | +13.0% |
| 6M | +5.1% | +9.4% | -4.3% | +6.9% |
| YTD | +82.5% | +11.7% | +70.8% | +87.1% |
| 1Y | +98.2% | +7.1% | +91.0% | +105.4% |
| All | +98.2% | +9.1% | +89.1% | +105.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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