+419.8%
TXN vs AON
+204.8%
+215.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.7% | +5.5% | +4.4% |
| 7D | +4.0% | -6.3% | +10.3% | +6.3% |
| 30D | -2.9% | -14.1% | +11.2% | +2.0% |
| 3M | -9.1% | -9.5% | +0.4% | -7.3% |
| 6M | +36.6% | -4.0% | +40.6% | +34.9% |
| YTD | +57.5% | -13.8% | +71.3% | +62.0% |
| 1Y | +49.5% | -18.3% | +67.8% | +57.2% |
| 3Y | +76.5% | -7.2% | +83.7% | +70.7% |
| 5Y | +62.4% | +7.3% | +55.0% | +43.4% |
| All | +419.8% | +204.8% | +215.0% | +160.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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