+41.6%
TXN vs BEN
+42.6%
-1.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.5% | -1.7% | +0.7% |
| 7D | -0.1% | +0.2% | -0.3% | -0.2% |
| 30D | -6.9% | -0.5% | -6.4% | -6.8% |
| 3M | -14.9% | +9.7% | -24.7% | -17.6% |
| 6M | +29.0% | +33.9% | -4.9% | +16.1% |
| YTD | +51.5% | +49.0% | +2.5% | +29.5% |
| 1Y | +41.6% | +42.1% | -0.6% | +20.4% |
| All | +41.6% | +42.6% | -1.0% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling