+41.6%
TXN vs BLK
+3.3%
+38.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.2% | +1.9% |
| 7D | -0.1% | -3.6% | +3.5% | +1.3% |
| 30D | -6.9% | -1.0% | -5.9% | -6.8% |
| 3M | -14.9% | +10.4% | -25.3% | -18.5% |
| 6M | +29.0% | +8.2% | +20.8% | +23.5% |
| YTD | +51.5% | +6.0% | +45.4% | +44.9% |
| 1Y | +41.6% | +3.3% | +38.2% | +35.5% |
| All | +41.6% | +3.3% | +38.2% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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