+468.5%
TXN vs PAAS
+205.7%
+262.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.3% | -2.8% |
| 7D | +9.5% | -8.9% | +18.4% | +10.8% |
| 30D | +8.7% | -11.4% | +20.1% | +10.3% |
| 3M | +11.6% | -20.4% | +32.0% | +14.6% |
| 6M | +0.1% | -40.7% | +40.8% | +6.3% |
| YTD | +78.8% | -26.9% | +105.7% | +83.6% |
| 1Y | +91.2% | -3.1% | +94.3% | +89.2% |
| 3Y | +125.8% | +199.3% | -73.4% | +90.0% |
| 5Y | +83.8% | +48.3% | +35.5% | +63.7% |
| All | +468.5% | +205.7% | +262.8% | +363.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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