+2,806.2%
TXN vs AU
+789.2%
+2,017.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +1.0% |
| 7D | +2.7% | +0.6% | +2.0% | +2.6% |
| 30D | -6.7% | +12.3% | -19.0% | -7.6% |
| 3M | -8.9% | +29.4% | -38.3% | -10.9% |
| 6M | +34.7% | +3.2% | +31.5% | +33.7% |
| YTD | +53.3% | +31.8% | +21.5% | +49.3% |
| 1Y | +45.0% | +83.4% | -38.4% | +37.7% |
| 3Y | +73.1% | +623.1% | -550.0% | +47.2% |
| 5Y | +59.9% | +700.5% | -640.6% | +33.5% |
| 10Y | +415.7% | +717.6% | -301.9% | +314.1% |
| All | +2,806.2% | +789.2% | +2,017.0% | +2,259.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling