+468.5%
TXN vs LIN
+424.2%
+44.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.7% | -3.5% | -3.3% |
| 7D | +9.5% | +2.1% | +7.4% | +8.0% |
| 30D | +8.7% | +6.8% | +1.9% | +4.0% |
| 3M | +11.6% | +10.4% | +1.2% | +4.4% |
| 6M | +0.1% | +3.2% | -3.1% | -2.6% |
| YTD | +78.8% | +24.6% | +54.2% | +53.1% |
| 1Y | +91.2% | +24.4% | +66.8% | +63.7% |
| 3Y | +125.8% | +36.7% | +89.1% | +81.1% |
| 5Y | +83.8% | +67.0% | +16.8% | +27.2% |
| All | +468.5% | +424.2% | +44.3% | +96.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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