+99.7%
TXN vs CB
+34.9%
+64.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | +0.7% |
| 7D | +1.0% | +5.3% | -4.2% | +3.6% |
| 30D | +6.1% | +13.2% | -7.1% | +12.8% |
| 3M | +10.4% | +7.8% | +2.6% | +14.7% |
| 6M | +12.6% | +15.8% | -3.2% | +20.5% |
| YTD | +83.5% | +21.0% | +62.5% | +98.4% |
| 1Y | +99.7% | +32.2% | +67.5% | +122.1% |
| All | +99.7% | +34.9% | +64.9% | +122.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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