+91.2%
TXN vs BUD
+33.8%
+57.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -4.0% | -2.8% |
| 7D | +9.5% | +1.0% | +8.4% | +9.5% |
| 30D | +8.7% | +6.7% | +2.0% | +8.4% |
| 3M | +11.6% | +5.7% | +5.9% | +11.3% |
| 6M | +0.1% | +5.8% | -5.7% | -0.6% |
| YTD | +78.8% | +34.4% | +44.4% | +64.2% |
| 1Y | +91.2% | +33.3% | +57.9% | +76.1% |
| All | +91.2% | +33.8% | +57.4% | +76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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