+71.3%
TXN vs PTC
-8.0%
+79.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.5% | +5.7% | +1.2% |
| 7D | +2.2% | -12.8% | +15.0% | +4.8% |
| 30D | -9.5% | -9.8% | +0.3% | -7.9% |
| 3M | -10.5% | -2.1% | -8.5% | -10.7% |
| 6M | +35.4% | -18.1% | +53.5% | +43.4% |
| YTD | +51.8% | -23.5% | +75.3% | +64.9% |
| 1Y | +42.9% | -37.4% | +80.3% | +70.5% |
| 3Y | +71.3% | -7.2% | +78.6% | +54.8% |
| All | +71.3% | -8.0% | +79.4% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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