+59.6%
TXN vs BBY
+1.5%
+58.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.1% | +0.7% | +2.9% |
| 7D | +4.0% | +0.6% | +3.4% | +3.8% |
| 30D | -2.9% | +9.4% | -12.3% | -5.9% |
| 3M | -9.1% | +19.3% | -28.4% | -14.5% |
| 6M | +36.6% | +47.9% | -11.3% | +18.3% |
| YTD | +57.5% | +39.6% | +17.9% | +38.5% |
| 1Y | +49.5% | +22.2% | +27.3% | +37.5% |
| 3Y | +76.5% | +45.0% | +31.6% | +45.7% |
| All | +59.6% | +1.5% | +58.1% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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