+21,202.8%
TXN vs BNY
+8,074.1%
+13,128.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.8% |
| 7D | +4.0% | -1.3% | +5.3% | +4.5% |
| 30D | -2.9% | -0.2% | -2.7% | -2.8% |
| 3M | -9.1% | +14.9% | -24.0% | -14.0% |
| 6M | +36.6% | +40.0% | -3.4% | +20.0% |
| YTD | +57.5% | +42.0% | +15.5% | +37.1% |
| 1Y | +49.5% | +56.9% | -7.3% | +25.3% |
| 3Y | +76.5% | +289.9% | -213.3% | +4.9% |
| 5Y | +62.4% | +259.2% | -196.8% | -2.1% |
| 10Y | +429.7% | +413.3% | +16.4% | +170.2% |
| All | +21,202.8% | +8,074.1% | +13,128.6% | +2,686.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling