+70.1%
TXN vs PSX
+132.2%
-62.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.8% |
| 7D | +2.0% | +1.5% | +0.5% | +1.6% |
| 30D | -8.0% | +15.8% | -23.8% | -11.6% |
| 3M | -7.8% | +43.0% | -50.8% | -16.8% |
| 6M | +32.4% | +61.1% | -28.7% | +13.7% |
| YTD | +51.7% | +104.5% | -52.8% | +18.0% |
| 1Y | +44.3% | +102.5% | -58.2% | +12.0% |
| All | +70.1% | +132.2% | -62.2% | +16.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling