+419.8%
TXN vs BIL
+25.3%
+394.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.9% |
| 7D | +4.0% | +0.1% | +3.9% | +4.1% |
| 30D | -2.9% | +0.3% | -3.1% | -2.4% |
| 3M | -9.1% | +0.9% | -10.0% | -7.8% |
| 6M | +36.6% | +1.8% | +34.8% | +39.7% |
| YTD | +57.5% | +2.5% | +55.0% | +61.9% |
| 1Y | +49.5% | +3.7% | +45.8% | +55.6% |
| 3Y | +76.5% | +14.1% | +62.4% | +68.8% |
| 5Y | +62.4% | +19.5% | +42.9% | +38.3% |
| All | +419.8% | +25.3% | +394.5% | +333.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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