+481.5%
TXN vs IP
+22.3%
+459.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.3% | +4.4% | +3.6% |
| 7D | -0.5% | -2.8% | +2.2% | +0.7% |
| 30D | +10.5% | +9.2% | +1.3% | +6.7% |
| 3M | +10.7% | -16.1% | +26.8% | +17.7% |
| 6M | +5.1% | +9.6% | -4.5% | -0.5% |
| YTD | +82.5% | -8.8% | +91.2% | +82.8% |
| 1Y | +98.2% | -5.5% | +103.7% | +95.3% |
| 3Y | +128.4% | +19.6% | +108.8% | +92.7% |
| 5Y | +89.0% | -13.5% | +102.5% | +81.6% |
| 10Y | +481.5% | +22.4% | +459.1% | +379.0% |
| All | +481.5% | +22.3% | +459.3% | +379.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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