+419.8%
TXN vs AR
+41.9%
+377.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.9% | +5.7% | +4.0% |
| 7D | +4.0% | -2.5% | +6.5% | +4.2% |
| 30D | -2.9% | +2.5% | -5.4% | -3.2% |
| 3M | -9.1% | +12.3% | -21.4% | -10.5% |
| 6M | +36.6% | -3.1% | +39.8% | +36.4% |
| YTD | +57.5% | +11.5% | +46.0% | +54.3% |
| 1Y | +49.5% | +17.0% | +32.5% | +45.4% |
| 3Y | +76.5% | +47.3% | +29.3% | +65.9% |
| 5Y | +62.4% | +141.2% | -78.9% | +43.0% |
| All | +419.8% | +41.9% | +377.9% | +355.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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