+20,389.3%
TXN vs PCG
+103.4%
+20,286.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.4% | -0.6% | +1.5% |
| 7D | -0.1% | -13.9% | +13.8% | +1.6% |
| 30D | -6.9% | -16.9% | +9.9% | -4.9% |
| 3M | -14.9% | -14.7% | -0.2% | -13.6% |
| 6M | +29.0% | -23.8% | +52.8% | +33.2% |
| YTD | +51.5% | -10.5% | +62.0% | +52.6% |
| 1Y | +41.6% | -5.1% | +46.7% | +41.2% |
| 3Y | +65.8% | -11.6% | +77.4% | +65.9% |
| 5Y | +56.8% | +59.0% | -2.2% | +43.2% |
| 10Y | +387.5% | -75.7% | +463.2% | +400.1% |
| All | +20,389.3% | +103.4% | +20,286.0% | +10,089.1% |
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