+45.0%
TXN vs BA
-10.6%
+55.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.0% | +3.1% | +1.7% |
| 7D | +2.7% | -1.2% | +3.8% | +3.0% |
| 30D | -6.7% | -11.3% | +4.6% | -3.3% |
| 3M | -8.9% | -3.8% | -5.1% | -8.1% |
| 6M | +34.7% | -8.3% | +42.9% | +36.5% |
| YTD | +53.3% | -4.9% | +58.2% | +51.4% |
| 1Y | +45.0% | -10.1% | +55.1% | +44.6% |
| All | +45.0% | -10.6% | +55.7% | +44.6% |
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