+76.5%
TXN vs AZO
+10.0%
+66.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.2% | +4.0% | +3.8% |
| 7D | +4.0% | -3.6% | +7.5% | +4.2% |
| 30D | -2.9% | -5.6% | +2.7% | -2.5% |
| 3M | -9.1% | -6.6% | -2.4% | -8.8% |
| 6M | +36.6% | -22.5% | +59.1% | +40.8% |
| YTD | +57.5% | -15.2% | +72.7% | +60.0% |
| 1Y | +49.5% | -33.9% | +83.5% | +59.0% |
| 3Y | +76.5% | +11.8% | +64.7% | +69.3% |
| All | +76.5% | +10.0% | +66.5% | +69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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