+9,411.0%
TXN vs BWA
+3,492.4%
+5,918.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.8% | -0.9% | +0.7% |
| 7D | -0.1% | +5.7% | -5.7% | -2.2% |
| 30D | -6.9% | +1.4% | -8.3% | -7.5% |
| 3M | -14.9% | -12.1% | -2.8% | -10.5% |
| 6M | +29.0% | +28.6% | +0.4% | +16.8% |
| YTD | +51.5% | +51.1% | +0.4% | +26.9% |
| 1Y | +41.6% | +55.9% | -14.3% | +16.9% |
| 3Y | +65.8% | +70.1% | -4.3% | +29.2% |
| 5Y | +56.8% | +90.7% | -33.9% | +14.0% |
| 10Y | +387.5% | +154.0% | +233.5% | +194.1% |
| All | +9,411.0% | +3,492.4% | +5,918.7% | +1,755.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 all: compounded portfolio wealth divided by compounded BWA 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…
all analysis · Full analysis span regression · 6 months rolling