+41.6%
TXN vs BNY
+59.6%
-18.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.7% |
| 7D | -0.1% | +1.4% | -1.5% | -0.6% |
| 30D | -6.9% | +3.8% | -10.8% | -8.2% |
| 3M | -14.9% | +14.9% | -29.8% | -19.4% |
| 6M | +29.0% | +40.3% | -11.3% | +12.7% |
| YTD | +51.5% | +43.8% | +7.7% | +29.1% |
| 1Y | +41.6% | +58.9% | -17.3% | +15.1% |
| All | +41.6% | +59.6% | -18.0% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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