+481.5%
TXN vs MSCI
+809.1%
-327.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.4% | +2.8% |
| 7D | -0.5% | -1.9% | +1.4% | +0.4% |
| 30D | +10.5% | +16.5% | -6.0% | +3.4% |
| 3M | +10.7% | +18.2% | -7.5% | +2.6% |
| 6M | +5.1% | +14.0% | -8.9% | -2.7% |
| YTD | +82.5% | +16.6% | +65.9% | +65.6% |
| 1Y | +98.2% | +14.8% | +83.4% | +80.9% |
| 3Y | +128.4% | +33.3% | +95.1% | +87.4% |
| 5Y | +89.0% | +9.1% | +80.0% | +65.8% |
| 10Y | +481.5% | +820.4% | -338.8% | +85.2% |
| All | +481.5% | +809.1% | -327.6% | +85.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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