+45.0%
TXN vs CB
+22.9%
+22.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +1.2% |
| 7D | +2.7% | -0.5% | +3.2% | +2.5% |
| 30D | -6.7% | -3.1% | -3.7% | -7.9% |
| 3M | -8.9% | +4.2% | -13.1% | -7.9% |
| 6M | +34.7% | +4.7% | +30.0% | +36.9% |
| YTD | +53.3% | +8.8% | +44.5% | +56.8% |
| 1Y | +45.0% | +22.6% | +22.4% | +51.2% |
| All | +45.0% | +22.9% | +22.1% | +51.2% |
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