+419.8%
TXN vs IBN
+324.2%
+95.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.9% | +1.9% | +3.2% |
| 7D | +4.0% | -3.0% | +7.0% | +4.9% |
| 30D | -2.9% | -1.5% | -1.3% | -2.4% |
| 3M | -9.1% | +7.9% | -17.0% | -11.4% |
| 6M | +36.6% | +8.6% | +28.0% | +32.7% |
| YTD | +57.5% | -0.6% | +58.0% | +57.1% |
| 1Y | +49.5% | -7.3% | +56.9% | +51.9% |
| 3Y | +76.5% | +26.2% | +50.3% | +60.9% |
| 5Y | +62.4% | +57.8% | +4.5% | +37.2% |
| All | +419.8% | +324.2% | +95.6% | +240.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling