+20,639.1%
TXN vs MKC
+3,336.7%
+17,302.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +1.3% |
| 7D | +2.7% | -4.3% | +7.0% | +3.9% |
| 30D | -6.7% | -3.1% | -3.6% | -6.1% |
| 3M | -8.9% | +6.8% | -15.7% | -11.4% |
| 6M | +34.7% | -18.3% | +53.0% | +40.9% |
| YTD | +53.3% | -23.1% | +76.4% | +62.5% |
| 1Y | +45.0% | -23.7% | +68.7% | +53.7% |
| 3Y | +73.1% | -31.0% | +104.1% | +86.5% |
| 5Y | +59.9% | -33.5% | +93.4% | +71.7% |
| 10Y | +415.7% | +30.3% | +385.4% | +346.0% |
| All | +20,639.1% | +3,336.7% | +17,302.4% | +7,983.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 all: compounded portfolio wealth divided by compounded MKC 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…
all analysis · Full analysis span regression · 6 months rolling