+41.6%
TXN vs BKR
+42.5%
-0.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.9% |
| 7D | -0.1% | +1.7% | -1.8% | -0.7% |
| 30D | -6.9% | +3.3% | -10.3% | -8.0% |
| 3M | -14.9% | -3.6% | -11.3% | -13.9% |
| 6M | +29.0% | +5.0% | +24.0% | +27.5% |
| YTD | +51.5% | +40.9% | +10.5% | +39.6% |
| 1Y | +41.6% | +39.2% | +2.3% | +30.7% |
| All | +41.6% | +42.5% | -0.9% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 1y: compounded portfolio wealth divided by compounded BKR 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…
1y analysis · Full analysis span regression · 6 months rolling