+70.1%
TXN vs EEM
+83.8%
-13.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | +0.9% |
| 7D | +2.0% | -0.7% | +2.7% | +2.6% |
| 30D | -8.0% | +2.4% | -10.4% | -10.0% |
| 3M | -7.8% | +4.2% | -11.9% | -10.2% |
| 6M | +32.4% | +14.8% | +17.6% | +17.7% |
| YTD | +51.7% | +23.1% | +28.6% | +25.7% |
| 1Y | +44.3% | +32.5% | +11.8% | +11.2% |
| All | +70.1% | +83.8% | -13.8% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 3y: compounded portfolio wealth divided by compounded EEM 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…
3y analysis · Full analysis span regression · 6 months rolling