+84.6%
TXN vs GE
+405.3%
-320.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.3% | -3.1% | -3.0% |
| 7D | +9.5% | +2.7% | +6.8% | +8.3% |
| 30D | +8.7% | +8.1% | +0.6% | +5.4% |
| 3M | +11.6% | -7.9% | +19.4% | +15.0% |
| 6M | +0.1% | +12.9% | -12.8% | -5.6% |
| YTD | +78.8% | +8.2% | +70.6% | +69.9% |
| 1Y | +91.2% | +9.7% | +81.5% | +80.3% |
| 3Y | +125.8% | +266.1% | -140.3% | +22.6% |
| All | +84.6% | +405.3% | -320.7% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 5y: compounded portfolio wealth divided by compounded GE 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…
5y analysis · Full analysis span regression · 6 months rolling