+56.4%
TXN vs BUD
+44.8%
+11.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.6% | -0.9% |
| 7D | +2.0% | -3.2% | +5.2% | +2.9% |
| 30D | -8.0% | -3.7% | -4.3% | -7.1% |
| 3M | -7.8% | -4.4% | -3.3% | -7.0% |
| 6M | +32.4% | +7.7% | +24.7% | +28.3% |
| YTD | +51.7% | +23.1% | +28.6% | +40.9% |
| 1Y | +44.3% | +33.6% | +10.7% | +30.4% |
| 3Y | +71.3% | +44.7% | +26.6% | +46.9% |
| 5Y | +56.4% | +44.9% | +11.5% | +32.3% |
| All | +56.4% | +44.8% | +11.7% | +32.3% |
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