+99.7%
TXN vs FGI
+38.7%
+61.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.0% | +4.7% | -0.3% |
| 7D | +1.0% | +3.3% | -2.3% | +1.0% |
| 30D | +6.1% | -2.0% | +8.2% | +6.1% |
| 3M | +10.4% | +60.3% | -49.9% | +9.2% |
| 6M | +12.6% | +0.7% | +11.8% | +12.3% |
| YTD | +83.5% | +30.2% | +53.3% | +78.4% |
| 1Y | +99.7% | +44.4% | +55.4% | +98.6% |
| All | +99.7% | +38.7% | +61.0% | +98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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