+20,427.4%
TXN vs BMY
+1,722.2%
+18,705.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | +1.2% |
| 7D | +2.2% | -3.3% | +5.5% | +3.3% |
| 30D | -9.5% | 0.0% | -9.4% | -9.6% |
| 3M | -10.5% | +17.7% | -28.3% | -15.8% |
| 6M | +35.4% | +9.6% | +25.7% | +30.2% |
| YTD | +51.8% | +24.0% | +27.8% | +39.9% |
| 1Y | +42.9% | +45.1% | -2.2% | +24.7% |
| 3Y | +71.3% | +22.5% | +48.9% | +54.4% |
| 5Y | +58.0% | +22.3% | +35.7% | +40.9% |
| 10Y | +393.3% | +62.0% | +331.3% | +291.2% |
| All | +20,427.4% | +1,722.2% | +18,705.2% | +4,766.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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