+145.7%
TXN vs MP
+459.3%
-313.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.4% | 0.0% |
| 7D | +2.2% | +3.0% | -0.8% | +1.8% |
| 30D | -9.5% | +8.3% | -17.8% | -10.5% |
| 3M | -10.5% | -3.8% | -6.7% | -10.4% |
| 6M | +35.4% | -4.9% | +40.3% | +34.5% |
| YTD | +51.8% | +9.6% | +42.2% | +47.1% |
| 1Y | +42.9% | -11.7% | +54.7% | +40.0% |
| 3Y | +71.3% | +158.5% | -87.2% | +33.2% |
| 5Y | +58.0% | +68.9% | -10.9% | +28.3% |
| All | +145.7% | +459.3% | -313.5% | +97.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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