+71.9%
TXN vs BIL
+14.1%
+57.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +2.7% | +0.1% | +2.6% | +3.5% |
| 30D | -6.7% | +0.3% | -7.0% | -3.3% |
| 3M | -8.9% | +0.9% | -9.8% | +2.2% |
| 6M | +34.7% | +1.8% | +32.9% | +65.5% |
| YTD | +53.3% | +2.5% | +50.9% | +99.9% |
| 1Y | +45.0% | +3.7% | +41.4% | +112.9% |
| All | +71.9% | +14.1% | +57.8% | +330.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling