+468.5%
TXN vs RACE
+729.2%
-260.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.4% | -4.2% | -3.4% |
| 7D | +9.5% | -1.2% | +10.7% | +10.0% |
| 30D | +8.7% | +6.1% | +2.6% | +5.9% |
| 3M | +11.6% | -0.3% | +11.9% | +11.4% |
| 6M | +0.1% | +23.4% | -23.3% | -9.8% |
| YTD | +78.8% | +12.5% | +66.3% | +66.1% |
| 1Y | +91.2% | -0.5% | +91.7% | +87.9% |
| 3Y | +125.8% | +23.6% | +102.2% | +90.2% |
| 5Y | +83.8% | +65.4% | +18.4% | +30.6% |
| All | +468.5% | +729.2% | -260.7% | +137.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling