+70.1%
TXN vs BEN
+51.0%
+19.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.3% | -0.5% |
| 7D | +2.0% | +0.3% | +1.6% | +1.8% |
| 30D | -8.0% | +0.9% | -8.9% | -8.4% |
| 3M | -7.8% | +9.2% | -16.9% | -11.4% |
| 6M | +32.4% | +36.8% | -4.4% | +14.5% |
| YTD | +51.7% | +44.4% | +7.3% | +27.4% |
| 1Y | +44.3% | +45.8% | -1.5% | +20.3% |
| All | +70.1% | +51.0% | +19.0% | +29.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling