+59.9%
TXN vs BA
-2.2%
+62.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -3.1% |
| 3M | -8.9% | -3.8% | -5.1% | -8.1% |
| 6M | +34.7% | -8.3% | +42.9% | +37.5% |
| YTD | +53.3% | -4.9% | +58.2% | +54.1% |
| 1Y | +45.0% | -10.1% | +55.1% | +47.9% |
| 3Y | +73.1% | -2.3% | +75.4% | +65.4% |
| 5Y | +59.9% | -3.5% | +63.4% | +44.4% |
| All | +59.9% | -2.2% | +62.2% | +44.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling