+41.6%
TXN vs BA
-8.9%
+50.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.6% |
| 7D | -0.1% | +1.2% | -1.2% | -0.4% |
| 30D | -6.9% | -11.6% | +4.7% | -3.4% |
| 3M | -14.9% | -2.4% | -12.6% | -14.5% |
| 6M | +29.0% | -6.6% | +35.6% | +29.9% |
| YTD | +51.5% | -2.2% | +53.7% | +48.3% |
| 1Y | +41.6% | -8.0% | +49.6% | +40.1% |
| All | +41.6% | -8.9% | +50.5% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 1y: compounded portfolio wealth divided by compounded BA 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…
1y analysis · Full analysis span regression · 6 months rolling