+49.5%
TXN vs BLK
-0.2%
+49.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.6% | +2.2% | +3.2% |
| 7D | +4.0% | -3.3% | +7.3% | +5.2% |
| 30D | -2.9% | -6.5% | +3.7% | -0.5% |
| 3M | -9.1% | +6.7% | -15.8% | -12.0% |
| 6M | +36.6% | +14.7% | +21.9% | +27.6% |
| YTD | +57.5% | +2.5% | +55.0% | +52.4% |
| 1Y | +49.5% | -2.8% | +52.3% | +45.1% |
| All | +49.5% | -0.2% | +49.7% | +45.1% |
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