+41.6%
TXN vs BX
-15.8%
+57.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +1.9% |
| 7D | -0.1% | -4.4% | +4.3% | +0.2% |
| 30D | -6.9% | +0.1% | -7.0% | -7.0% |
| 3M | -14.9% | +16.0% | -31.0% | -16.0% |
| 6M | +29.0% | +21.6% | +7.4% | +24.5% |
| YTD | +51.5% | -8.9% | +60.4% | +56.8% |
| 1Y | +41.6% | -16.6% | +58.2% | +43.7% |
| All | +41.6% | -15.8% | +57.4% | +43.7% |
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