+23,460.2%
TXN vs BA
+1,516.8%
+21,943.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.6% | +7.2% | +6.8% |
| 7D | -2.1% | -1.7% | -0.4% | -1.4% |
| 30D | +4.7% | -9.5% | +14.2% | +8.1% |
| 3M | +3.9% | -26.5% | +30.3% | +15.3% |
| 6M | +3.8% | -27.4% | +31.2% | +15.0% |
| YTD | +74.2% | -20.6% | +94.8% | +85.9% |
| 1Y | +88.2% | -11.4% | +99.6% | +92.8% |
| 3Y | +124.0% | -10.8% | +134.8% | +121.6% |
| 5Y | +78.4% | -21.9% | +100.3% | +77.7% |
| 10Y | +455.6% | +28.1% | +427.4% | +282.4% |
| All | +23,460.2% | +1,516.8% | +21,943.4% | +4,930.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling