+415.7%
TXN vs MPC
+1,153.9%
-738.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +0.9% |
| 7D | +2.7% | +3.2% | -0.5% | +1.8% |
| 30D | -6.7% | +25.0% | -31.8% | -12.0% |
| 3M | -8.9% | +55.2% | -64.1% | -19.1% |
| 6M | +34.7% | +86.4% | -51.7% | +13.2% |
| YTD | +53.3% | +148.5% | -95.1% | +18.6% |
| 1Y | +45.0% | +121.7% | -76.7% | +15.3% |
| 3Y | +73.1% | +172.9% | -99.8% | +27.4% |
| 5Y | +59.9% | +679.9% | -620.0% | -13.5% |
| 10Y | +415.7% | +1,174.7% | -759.0% | +140.3% |
| All | +415.7% | +1,153.9% | -738.3% | +140.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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