+49.5%
TXN vs PSX
+103.3%
-53.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.4% | +3.4% | +3.9% |
| 7D | +4.0% | +1.7% | +2.3% | +4.1% |
| 30D | -2.9% | +15.6% | -18.5% | -1.5% |
| 3M | -9.1% | +46.5% | -55.6% | -5.7% |
| 6M | +36.6% | +55.0% | -18.4% | +42.2% |
| YTD | +57.5% | +105.3% | -47.8% | +59.1% |
| 1Y | +49.5% | +101.6% | -52.1% | +51.4% |
| All | +49.5% | +103.3% | -53.7% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling