+21,996.7%
TXN vs BA
+1,526.3%
+20,470.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.5% |
| 7D | -7.8% | +1.1% | -8.9% | -8.1% |
| 30D | -3.6% | -7.9% | +4.4% | -1.1% |
| 3M | +0.1% | -25.3% | +25.4% | +10.5% |
| 6M | -3.2% | -24.6% | +21.4% | +5.8% |
| YTD | +63.4% | -20.1% | +83.5% | +74.1% |
| 1Y | +75.6% | -11.8% | +87.4% | +80.2% |
| 3Y | +104.0% | -10.1% | +114.2% | +101.3% |
| 5Y | +65.0% | -22.7% | +87.8% | +65.1% |
| 10Y | +437.9% | +35.1% | +402.9% | +262.5% |
| All | +21,996.7% | +1,526.3% | +20,470.3% | +4,608.6% |
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 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