+91.2%
TXN vs RBA
-5.8%
+97.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.9% | -3.8% | -3.1% |
| 7D | +9.5% | +1.7% | +7.7% | +9.0% |
| 30D | +8.7% | +8.3% | +0.4% | +6.5% |
| 3M | +11.6% | +10.5% | +1.0% | +8.7% |
| 6M | +0.1% | -5.9% | +6.0% | +0.6% |
| YTD | +78.8% | -6.9% | +85.7% | +69.0% |
| 1Y | +91.2% | -4.9% | +96.1% | +79.2% |
| All | +91.2% | -5.8% | +97.0% | +79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 1y: compounded portfolio wealth divided by compounded RBA 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…
1y analysis · Full analysis span regression · 6 months rolling