+1,306.9%
TXN vs BIL
+31.3%
+1,275.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.9% | -2.7% |
| 7D | +9.5% | +0.1% | +9.4% | +9.7% |
| 30D | +8.7% | +0.3% | +8.4% | +9.9% |
| 3M | +11.6% | +1.0% | +10.6% | +15.0% |
| 6M | +0.1% | +1.9% | -1.8% | +6.2% |
| YTD | +78.8% | +3.2% | +75.6% | +97.5% |
| 1Y | +91.2% | +3.7% | +87.5% | +114.7% |
| 3Y | +125.8% | +13.8% | +112.0% | +237.4% |
| 5Y | +83.8% | +20.3% | +63.5% | +226.0% |
| 10Y | +469.9% | +26.2% | +443.7% | +1,092.5% |
| All | +1,306.9% | +31.3% | +1,275.6% | +2,566.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling