+99.7%
TXN vs BX
-8.3%
+108.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.2% | -6.6% | -0.6% |
| 7D | +1.0% | +8.3% | -7.3% | +0.6% |
| 30D | +6.1% | +13.5% | -7.4% | +5.4% |
| 3M | +10.4% | -7.6% | +18.0% | +10.9% |
| 6M | +12.6% | +4.0% | +8.5% | +12.5% |
| YTD | +83.5% | -15.2% | +98.6% | +93.8% |
| 1Y | +99.7% | -8.5% | +108.2% | +101.8% |
| All | +99.7% | -8.3% | +108.0% | +101.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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