+419.8%
TXN vs BEN
+56.6%
+363.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.8% |
| 7D | +4.0% | -3.1% | +7.1% | +5.4% |
| 30D | -2.9% | +0.2% | -3.0% | -3.0% |
| 3M | -9.1% | +6.8% | -15.9% | -12.0% |
| 6M | +36.6% | +38.1% | -1.5% | +17.4% |
| YTD | +57.5% | +44.3% | +13.1% | +32.2% |
| 1Y | +49.5% | +42.6% | +7.0% | +25.9% |
| 3Y | +76.5% | +52.3% | +24.2% | +40.3% |
| 5Y | +62.4% | +37.6% | +24.7% | +31.5% |
| All | +419.8% | +56.6% | +363.2% | +282.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling