+70.1%
TXN vs GEN
+58.7%
+11.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.7% | -1.2% |
| 7D | +2.0% | -4.4% | +6.3% | +2.8% |
| 30D | -8.0% | +3.7% | -11.7% | -8.7% |
| 3M | -7.8% | +22.2% | -30.0% | -11.8% |
| 6M | +32.4% | +38.9% | -6.5% | +21.5% |
| YTD | +51.7% | +11.9% | +39.8% | +51.0% |
| 1Y | +44.3% | +4.5% | +39.8% | +47.9% |
| All | +70.1% | +58.7% | +11.3% | +45.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling