+1,408.9%
TXN vs BLDR
+380.2%
+1,028.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +1.3% |
| 7D | +2.7% | -2.7% | +5.4% | +3.1% |
| 30D | -6.7% | -14.7% | +8.0% | -4.6% |
| 3M | -8.9% | -20.8% | +11.9% | -6.1% |
| 6M | +34.7% | -35.3% | +70.0% | +42.7% |
| YTD | +53.3% | -40.3% | +93.7% | +63.9% |
| 1Y | +45.0% | -56.3% | +101.3% | +62.3% |
| 3Y | +73.1% | -56.1% | +129.2% | +89.8% |
| 5Y | +59.9% | +12.9% | +47.0% | +50.3% |
| 10Y | +415.7% | +386.5% | +29.2% | +279.0% |
| All | +1,408.9% | +380.2% | +1,028.7% | +745.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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