+419.8%
TXN vs ENB
+92.6%
+327.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.0% | +4.8% | +4.2% |
| 7D | +4.0% | -4.7% | +8.6% | +5.9% |
| 30D | -2.9% | -5.9% | +3.0% | -0.6% |
| 3M | -9.1% | -14.2% | +5.1% | -3.8% |
| 6M | +36.6% | -8.6% | +45.2% | +40.8% |
| YTD | +57.5% | +3.9% | +53.6% | +53.7% |
| 1Y | +49.5% | +1.8% | +47.7% | +46.9% |
| 3Y | +76.5% | +68.5% | +8.1% | +38.7% |
| 5Y | +62.4% | +62.4% | 0.0% | +29.0% |
| All | +419.8% | +92.6% | +327.2% | +261.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 10y: compounded portfolio wealth divided by compounded ENB 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…
10y analysis · Full analysis span regression · 6 months rolling