+24,087.1%
TXN vs BN
+15,531.3%
+8,555.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.6% | -1.2% | -2.2% |
| 7D | +9.5% | -1.0% | +10.5% | +9.9% |
| 30D | +8.7% | +14.0% | -5.3% | +3.2% |
| 3M | +11.6% | -9.0% | +20.6% | +15.5% |
| 6M | +0.1% | -8.8% | +8.9% | +3.3% |
| YTD | +78.8% | -10.3% | +89.1% | +84.4% |
| 1Y | +91.2% | -5.8% | +97.0% | +93.6% |
| 3Y | +125.8% | +94.8% | +31.0% | +71.3% |
| 5Y | +83.8% | +31.5% | +52.3% | +58.7% |
| 10Y | +469.9% | +291.9% | +178.0% | +225.1% |
| All | +24,087.1% | +15,531.3% | +8,555.8% | +5,271.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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