+419.8%
TXN vs AU
+699.0%
-279.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.5% | +3.3% | +3.8% |
| 7D | +4.0% | -4.3% | +8.2% | +4.3% |
| 30D | -2.9% | +7.3% | -10.2% | -3.5% |
| 3M | -9.1% | +26.3% | -35.4% | -10.9% |
| 6M | +36.6% | +1.8% | +34.9% | +35.6% |
| YTD | +57.5% | +26.8% | +30.7% | +54.0% |
| 1Y | +49.5% | +66.7% | -17.2% | +43.7% |
| 3Y | +76.5% | +579.1% | -502.5% | +54.5% |
| 5Y | +62.4% | +689.3% | -626.9% | +39.9% |
| All | +419.8% | +699.0% | -279.2% | +358.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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