+59.9%
TXN vs GEN
+20.0%
+39.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | +2.7% | -2.9% | +5.6% | +3.3% |
| 30D | -6.7% | +2.1% | -8.8% | -7.3% |
| 3M | -8.9% | +19.7% | -28.6% | -13.3% |
| 6M | +34.7% | +33.3% | +1.4% | +23.2% |
| YTD | +53.3% | +11.1% | +42.2% | +48.7% |
| 1Y | +45.0% | +3.0% | +42.0% | +44.5% |
| 3Y | +73.1% | +57.9% | +15.2% | +48.5% |
| 5Y | +59.9% | +20.6% | +39.3% | +45.5% |
| All | +59.9% | +20.0% | +39.9% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling