+59.9%
TXN vs MMM
+24.9%
+35.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +1.8% |
| 7D | +2.7% | -2.6% | +5.2% | +3.8% |
| 30D | -6.7% | -9.3% | +2.6% | -2.9% |
| 3M | -8.9% | +5.6% | -14.5% | -11.1% |
| 6M | +34.7% | +9.5% | +25.2% | +29.3% |
| YTD | +53.3% | +4.1% | +49.2% | +49.5% |
| 1Y | +45.0% | +9.4% | +35.7% | +38.3% |
| 3Y | +73.1% | +101.0% | -27.9% | +27.9% |
| 5Y | +59.9% | +26.1% | +33.8% | +45.4% |
| All | +59.9% | +24.9% | +35.0% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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