+20,419.5%
TXN vs BHP
+7,637.4%
+12,782.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.3% | +4.3% | +0.9% |
| 7D | +2.0% | -3.7% | +5.7% | +3.3% |
| 30D | -8.0% | -0.8% | -7.1% | -7.9% |
| 3M | -7.8% | +7.6% | -15.4% | -10.4% |
| 6M | +32.4% | +20.8% | +11.6% | +23.1% |
| YTD | +51.7% | +50.8% | +0.9% | +29.7% |
| 1Y | +44.3% | +70.9% | -26.6% | +17.6% |
| 3Y | +71.3% | +78.0% | -6.7% | +36.2% |
| 5Y | +56.4% | +113.1% | -56.7% | +13.3% |
| 10Y | +410.2% | +483.0% | -72.8% | +151.6% |
| All | +20,419.5% | +7,637.4% | +12,782.0% | +3,973.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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