+419.8%
TXN vs GEN
+159.8%
+260.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.0% | +2.8% | +3.6% |
| 7D | +4.0% | -1.3% | +5.2% | +4.3% |
| 30D | -2.9% | +6.1% | -9.0% | -4.4% |
| 3M | -9.1% | +27.0% | -36.1% | -14.9% |
| 6M | +36.6% | +43.9% | -7.2% | +22.2% |
| YTD | +57.5% | +13.0% | +44.5% | +50.3% |
| 1Y | +49.5% | +4.0% | +45.5% | +46.2% |
| 3Y | +76.5% | +66.2% | +10.4% | +50.3% |
| 5Y | +62.4% | +23.2% | +39.2% | +46.5% |
| All | +419.8% | +159.8% | +260.0% | +256.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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