+899.0%
TXN vs BLK
+12,788.7%
-11,889.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.7% |
| 7D | +2.0% | -5.2% | +7.1% | +4.3% |
| 30D | -8.0% | -7.0% | -0.9% | -5.2% |
| 3M | -7.8% | +5.7% | -13.4% | -10.3% |
| 6M | +32.4% | +11.0% | +21.4% | +25.8% |
| YTD | +51.7% | +0.9% | +50.8% | +49.5% |
| 1Y | +44.3% | -1.6% | +45.9% | +43.7% |
| 3Y | +71.3% | +64.5% | +6.8% | +37.4% |
| 5Y | +56.4% | +30.9% | +25.6% | +36.3% |
| 10Y | +410.2% | +275.1% | +135.1% | +192.1% |
| All | +899.0% | +12,788.7% | -11,889.7% | +86.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling