+99.7%
TXN vs IAU
+2.6%
+97.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -1.7% |
| 7D | +1.0% | -0.3% | +1.3% | +1.1% |
| 30D | +6.1% | -1.9% | +8.0% | +6.9% |
| 3M | +10.4% | -0.4% | +10.8% | +10.3% |
| 6M | +12.6% | -10.1% | +22.7% | +16.4% |
| YTD | +83.5% | -5.9% | +89.4% | +84.9% |
| 1Y | +99.7% | +2.9% | +96.8% | +90.7% |
| All | +99.7% | +2.6% | +97.1% | +90.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 1y: compounded portfolio wealth divided by compounded IAU 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…
1y analysis · Full analysis span regression · 6 months rolling