+99.7%
TXN vs IBN
+4.2%
+95.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.8% | -4.1% | -1.1% |
| 7D | +1.0% | +8.9% | -7.9% | -1.0% |
| 30D | +6.1% | +12.6% | -6.5% | +2.8% |
| 3M | +10.4% | +3.1% | +7.3% | +9.6% |
| 6M | +12.6% | +20.6% | -8.0% | +5.4% |
| YTD | +83.5% | +5.8% | +77.7% | +77.7% |
| 1Y | +99.7% | +3.7% | +96.1% | +94.3% |
| All | +99.7% | +4.2% | +95.5% | +94.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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