+24,581.9%
TXN vs PCG
+87.1%
+24,494.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.0% | +4.1% | +3.2% |
| 7D | -0.5% | -2.2% | +1.7% | -0.2% |
| 30D | +10.5% | -0.5% | +11.0% | +10.6% |
| 3M | +10.7% | -24.0% | +34.7% | +14.5% |
| 6M | +5.1% | -18.6% | +23.7% | +7.4% |
| YTD | +82.5% | -17.7% | +100.1% | +85.9% |
| 1Y | +98.2% | -20.0% | +118.2% | +102.6% |
| 3Y | +128.4% | -20.2% | +148.6% | +132.0% |
| 5Y | +89.0% | +8.4% | +80.7% | +82.3% |
| 10Y | +481.5% | -76.4% | +557.9% | +495.9% |
| All | +24,581.9% | +87.1% | +24,494.8% | +12,312.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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