+20,639.1%
TXN vs PEG
+2,889.2%
+17,749.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.5% |
| 7D | +2.7% | -0.1% | +2.7% | +2.7% |
| 30D | -6.7% | -1.7% | -5.0% | -6.2% |
| 3M | -8.9% | -6.8% | -2.1% | -6.9% |
| 6M | +34.7% | -11.4% | +46.1% | +40.0% |
| YTD | +53.3% | -7.2% | +60.6% | +56.8% |
| 1Y | +45.0% | -6.1% | +51.2% | +47.4% |
| 3Y | +73.1% | +31.8% | +41.3% | +55.1% |
| 5Y | +59.9% | +35.6% | +24.3% | +40.8% |
| 10Y | +415.7% | +148.7% | +267.0% | +263.5% |
| All | +20,639.1% | +2,889.2% | +17,749.9% | +6,435.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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