+415.7%
TXN vs RACE
+783.2%
-367.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.4% |
| 7D | +2.7% | -2.6% | +5.3% | +3.8% |
| 30D | -6.7% | -1.1% | -5.6% | -6.4% |
| 3M | -8.9% | +12.5% | -21.4% | -14.0% |
| 6M | +34.7% | +17.4% | +17.3% | +23.9% |
| YTD | +53.3% | +10.1% | +43.2% | +44.0% |
| 1Y | +45.0% | -15.1% | +60.2% | +52.0% |
| 3Y | +73.1% | +38.9% | +34.2% | +37.3% |
| 5Y | +59.9% | +90.7% | -30.8% | +6.3% |
| 10Y | +415.7% | +801.8% | -386.2% | +105.7% |
| All | +415.7% | +783.2% | -367.5% | +105.7% |
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