+76.5%
TXN vs RRX
+5.4%
+71.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.7% | +0.1% | +2.4% |
| 7D | +4.0% | -0.3% | +4.3% | +4.1% |
| 30D | -2.9% | -6.1% | +3.3% | -0.4% |
| 3M | -9.1% | -23.1% | +14.0% | -0.1% |
| 6M | +36.6% | -19.5% | +56.2% | +46.5% |
| YTD | +57.5% | +16.1% | +41.4% | +46.1% |
| 1Y | +49.5% | +12.9% | +36.6% | +39.2% |
| 3Y | +76.5% | +7.9% | +68.6% | +64.8% |
| All | +76.5% | +5.4% | +71.2% | +64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 3y: compounded portfolio wealth divided by compounded RRX 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…
3y analysis · Full analysis span regression · 6 months rolling