+419.8%
TXN vs RGEN
+415.7%
+4.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.3% | +3.5% | +3.7% |
| 7D | +4.0% | -1.4% | +5.4% | +4.3% |
| 30D | -2.9% | -0.3% | -2.5% | -2.9% |
| 3M | -9.1% | +23.9% | -33.0% | -14.2% |
| 6M | +36.6% | +38.5% | -1.9% | +24.2% |
| YTD | +57.5% | +0.8% | +56.7% | +54.3% |
| 1Y | +49.5% | +38.2% | +11.3% | +34.6% |
| 3Y | +76.5% | +1.3% | +75.2% | +63.1% |
| 5Y | +62.4% | -44.0% | +106.4% | +65.5% |
| All | +419.8% | +415.7% | +4.1% | +194.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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