+2,413.6%
TXN vs EEM
+862.7%
+1,550.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +2.2% | +3.1% | -0.9% | +0.2% |
| 30D | -9.5% | +4.9% | -14.4% | -12.2% |
| 3M | -10.5% | +5.2% | -15.8% | -12.9% |
| 6M | +35.4% | +20.7% | +14.7% | +20.5% |
| YTD | +51.8% | +26.5% | +25.3% | +31.0% |
| 1Y | +42.9% | +37.8% | +5.1% | +16.8% |
| 3Y | +71.3% | +91.0% | -19.6% | +14.6% |
| 5Y | +58.0% | +47.0% | +11.0% | +23.9% |
| 10Y | +393.3% | +125.6% | +267.7% | +205.5% |
| All | +2,413.6% | +862.7% | +1,550.8% | +182.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling