+19,398.1%
TXN vs RIO
+6,041.4%
+13,356.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.4% | 0.0% |
| 7D | +2.2% | +1.9% | +0.3% | +1.6% |
| 30D | -9.5% | +5.0% | -14.4% | -10.9% |
| 3M | -10.5% | +5.1% | -15.7% | -11.9% |
| 6M | +35.4% | +17.6% | +17.7% | +28.6% |
| YTD | +51.8% | +36.3% | +15.5% | +37.6% |
| 1Y | +42.9% | +71.2% | -28.2% | +20.8% |
| 3Y | +71.3% | +102.7% | -31.4% | +37.0% |
| 5Y | +58.0% | +99.6% | -41.6% | +24.2% |
| 10Y | +393.3% | +603.1% | -209.9% | +164.0% |
| All | +19,398.1% | +6,041.4% | +13,356.7% | +5,020.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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