+59.6%
TXN vs BSX
-3.9%
+63.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.3% | +4.1% | +3.9% |
| 7D | +4.0% | -10.1% | +14.1% | +7.2% |
| 30D | -2.9% | -16.4% | +13.6% | +2.3% |
| 3M | -9.1% | -8.9% | -0.2% | -7.2% |
| 6M | +36.6% | -38.3% | +74.9% | +59.6% |
| YTD | +57.5% | -54.9% | +112.4% | +106.8% |
| 1Y | +49.5% | -58.8% | +108.3% | +104.1% |
| 3Y | +76.5% | -21.2% | +97.8% | +76.1% |
| All | +59.6% | -3.9% | +63.5% | +41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 5y: compounded portfolio wealth divided by compounded BSX 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…
5y analysis · Full analysis span regression · 6 months rolling