+71.3%
TXN vs AXON
+134.7%
-63.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.3% |
| 7D | +2.2% | -2.5% | +4.7% | +2.3% |
| 30D | -9.5% | -11.5% | +2.0% | -9.1% |
| 3M | -10.5% | +7.3% | -17.8% | -10.8% |
| 6M | +35.4% | -11.9% | +47.3% | +36.9% |
| YTD | +51.8% | -11.0% | +62.8% | +53.0% |
| 1Y | +42.9% | -31.8% | +74.7% | +47.7% |
| 3Y | +71.3% | +135.4% | -64.1% | +37.0% |
| All | +71.3% | +134.7% | -63.4% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 3y: compounded portfolio wealth divided by compounded AXON 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…
3y analysis · Full analysis span regression · 6 months rolling