+24,087.2%
TXN vs EXC
+2,500.5%
+21,586.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.4% | -4.2% | -3.2% |
| 7D | +9.5% | +1.4% | +8.1% | +9.0% |
| 30D | +8.7% | +8.6% | +0.1% | +5.9% |
| 3M | +11.6% | +2.4% | +9.2% | +10.5% |
| 6M | +0.1% | +6.5% | -6.4% | -2.4% |
| YTD | +78.8% | +9.0% | +69.8% | +72.6% |
| 1Y | +91.2% | +4.6% | +86.6% | +86.7% |
| 3Y | +125.8% | +33.5% | +92.3% | +101.6% |
| 5Y | +83.8% | +41.4% | +42.4% | +60.1% |
| 10Y | +469.9% | +204.3% | +265.6% | +291.7% |
| All | +24,087.2% | +2,500.5% | +21,586.7% | +8,189.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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