+58.0%
TXN vs MSCI
-10.9%
+68.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.8% | +4.0% | +1.4% |
| 7D | +2.2% | -2.1% | +4.3% | +2.9% |
| 30D | -9.5% | -1.7% | -7.8% | -9.1% |
| 3M | -10.5% | -8.2% | -2.3% | -8.9% |
| 6M | +35.4% | -2.4% | +37.8% | +33.6% |
| YTD | +51.8% | -2.8% | +54.6% | +49.5% |
| 1Y | +42.9% | -2.7% | +45.6% | +40.1% |
| 3Y | +71.3% | +7.3% | +64.0% | +56.8% |
| 5Y | +58.0% | -11.4% | +69.4% | +48.4% |
| All | +58.0% | -10.9% | +68.9% | +48.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling