+468.5%
TXN vs GEN
+152.9%
+315.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.4% | -5.2% | -3.4% |
| 7D | +9.5% | +2.0% | +7.4% | +8.9% |
| 30D | +8.7% | +27.7% | -19.0% | +2.3% |
| 3M | +11.6% | +3.3% | +8.3% | +9.7% |
| 6M | +0.1% | +31.8% | -31.7% | -8.4% |
| YTD | +78.8% | +13.5% | +65.3% | +69.1% |
| 1Y | +91.2% | +16.0% | +75.2% | +79.7% |
| 3Y | +125.8% | +70.6% | +55.3% | +89.7% |
| 5Y | +83.8% | +32.1% | +51.7% | +61.7% |
| All | +468.5% | +152.9% | +315.6% | +284.2% |
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