+41.6%
TXN vs MO
+10.1%
+31.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +1.6% |
| 7D | -0.1% | +0.3% | -0.4% | 0.0% |
| 30D | -6.9% | +0.6% | -7.6% | -6.6% |
| 3M | -14.9% | -1.0% | -14.0% | -15.4% |
| 6M | +29.0% | +4.3% | +24.7% | +27.0% |
| YTD | +51.5% | +23.3% | +28.2% | +54.1% |
| 1Y | +41.6% | +10.5% | +31.1% | +38.1% |
| All | +41.6% | +10.1% | +31.5% | +38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 1y: compounded portfolio wealth divided by compounded MO 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…
1y analysis · Full analysis span regression · 6 months rolling