+99.7%
TXN vs BTI
+24.7%
+75.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.4% | -3.7% | -0.1% |
| 7D | +1.0% | +5.3% | -4.3% | +1.4% |
| 30D | +6.1% | +19.1% | -12.9% | +7.2% |
| 3M | +10.4% | +6.5% | +3.8% | +11.4% |
| 6M | +12.6% | +9.4% | +3.2% | +12.9% |
| YTD | +83.5% | +14.4% | +69.1% | +84.9% |
| 1Y | +99.7% | +23.9% | +75.8% | +99.6% |
| All | +99.7% | +24.7% | +75.1% | +99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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