+89.0%
TXN vs BIL
+19.8%
+69.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | -0.5% | +0.1% | -0.6% | -0.3% |
| 30D | +10.5% | 0.0% | +10.5% | +10.6% |
| 3M | +10.7% | +0.6% | +10.1% | +13.5% |
| 6M | +5.1% | +1.5% | +3.6% | +11.5% |
| YTD | +82.5% | +2.8% | +79.7% | +100.1% |
| 1Y | +98.2% | +3.3% | +94.8% | +120.5% |
| 3Y | +128.4% | +13.4% | +115.0% | +138.9% |
| 5Y | +89.0% | +19.8% | +69.2% | +55.1% |
| All | +89.0% | +19.8% | +69.2% | +55.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling