+20,389.3%
TXN vs BA
+1,890.7%
+18,498.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.5% |
| 7D | -0.1% | +1.2% | -1.2% | -0.5% |
| 30D | -6.9% | -11.6% | +4.7% | -2.8% |
| 3M | -14.9% | -2.4% | -12.6% | -14.5% |
| 6M | +29.0% | -6.6% | +35.6% | +31.1% |
| YTD | +51.5% | -2.2% | +53.7% | +51.0% |
| 1Y | +41.6% | -8.0% | +49.6% | +43.7% |
| 3Y | +65.8% | -5.0% | +70.8% | +61.3% |
| 5Y | +56.8% | -2.7% | +59.5% | +45.0% |
| 10Y | +387.5% | +75.9% | +311.6% | +199.5% |
| All | +20,389.3% | +1,890.7% | +18,498.6% | +3,985.0% |
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