+20,639.1%
TXN vs NI
+5,127.8%
+15,511.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.6% | +1.2% |
| 7D | +2.7% | +1.3% | +1.4% | +2.2% |
| 30D | -6.7% | -0.3% | -6.5% | -6.6% |
| 3M | -8.9% | -9.5% | +0.6% | -5.8% |
| 6M | +34.7% | -10.2% | +44.9% | +39.7% |
| YTD | +53.3% | +1.8% | +51.5% | +51.9% |
| 1Y | +45.0% | +5.7% | +39.4% | +41.6% |
| 3Y | +73.1% | +69.6% | +3.5% | +41.3% |
| 5Y | +59.9% | +95.8% | -35.9% | +22.7% |
| 10Y | +415.7% | +145.1% | +270.6% | +252.4% |
| All | +20,639.1% | +5,127.8% | +15,511.3% | +4,931.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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