+1,079.5%
TXN vs PSX
+1,159.1%
-79.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.3% |
| 7D | +2.2% | +2.8% | -0.6% | +1.4% |
| 30D | -9.5% | +27.8% | -37.3% | -16.0% |
| 3M | -10.5% | +42.0% | -52.6% | -19.8% |
| 6M | +35.4% | +58.1% | -22.7% | +16.5% |
| YTD | +51.8% | +105.0% | -53.3% | +20.1% |
| 1Y | +42.9% | +104.9% | -62.0% | +12.7% |
| 3Y | +71.3% | +134.1% | -62.7% | +27.5% |
| 5Y | +58.0% | +363.8% | -305.8% | -8.3% |
| 10Y | +393.3% | +370.1% | +23.1% | +164.3% |
| All | +1,079.5% | +1,159.1% | -79.6% | +362.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling