+1,243.5%
TXN vs MSCI
+2,756.4%
-1,512.9%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.9% |
| 7D | -0.1% | +0.4% | -0.5% | -0.2% |
| 30D | -6.9% | +0.6% | -7.5% | -7.3% |
| 3M | -14.9% | -7.1% | -7.9% | -13.6% |
| 6M | +29.0% | +0.8% | +28.2% | +26.3% |
| YTD | +51.5% | +1.0% | +50.5% | +47.8% |
| 1Y | +41.6% | +4.3% | +37.2% | +35.8% |
| 3Y | +65.8% | +9.9% | +55.9% | +53.2% |
| 5Y | +56.8% | -6.8% | +63.6% | +50.3% |
| 10Y | +387.5% | +614.7% | -227.2% | +134.7% |
| All | +1,243.5% | +2,756.4% | -1,512.9% | +330.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling