+59.6%
TXN vs MKSI
+84.1%
-24.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.1% | +1.7% | +2.9% |
| 7D | +4.0% | +2.7% | +1.3% | +2.8% |
| 30D | -2.9% | -12.8% | +9.9% | +2.8% |
| 3M | -9.1% | -22.5% | +13.4% | -0.6% |
| 6M | +36.6% | +19.4% | +17.2% | +23.9% |
| YTD | +57.5% | +67.7% | -10.2% | +22.0% |
| 1Y | +49.5% | +131.4% | -81.9% | -1.3% |
| 3Y | +76.5% | +197.3% | -120.8% | -4.2% |
| All | +59.6% | +84.1% | -24.5% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 5y: compounded portfolio wealth divided by compounded MKSI 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…
5y analysis · Full analysis span regression · 6 months rolling