+89.2%
TXN vs BUD
+50.1%
+39.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.1% | +0.9% |
| 7D | +12.3% | -1.6% | +13.9% | +12.8% |
| 30D | +9.1% | +6.7% | +2.4% | +6.8% |
| 3M | +13.5% | +5.9% | +7.6% | +11.2% |
| 6M | +6.9% | +5.1% | +1.9% | +4.4% |
| YTD | +84.0% | +32.9% | +51.2% | +66.0% |
| 1Y | +95.8% | +31.8% | +63.9% | +76.9% |
| 3Y | +130.3% | +47.4% | +83.0% | +95.7% |
| 5Y | +89.2% | +50.8% | +38.4% | +56.1% |
| All | +89.2% | +50.1% | +39.0% | +56.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling