+24,581.9%
TXN vs PTC
+8,866.4%
+15,715.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.2% | +3.3% | +3.2% |
| 7D | -0.5% | +0.5% | -1.0% | -0.7% |
| 30D | +10.5% | +0.9% | +9.6% | +10.2% |
| 3M | +10.7% | +30.4% | -19.7% | +0.3% |
| 6M | +5.1% | +34.4% | -29.3% | -7.0% |
| YTD | +82.5% | +12.6% | +69.9% | +68.5% |
| 1Y | +98.2% | +10.2% | +88.0% | +84.1% |
| 3Y | +128.4% | +29.4% | +99.0% | +100.6% |
| 5Y | +89.0% | +63.7% | +25.3% | +53.7% |
| 10Y | +481.5% | +316.9% | +164.6% | +248.2% |
| All | +24,581.9% | +8,866.4% | +15,715.5% | +4,338.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling