+89.0%
TXN vs RSP
+50.5%
+38.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.8% | +2.3% | +2.1% |
| 7D | -0.5% | -0.3% | -0.2% | +0.3% |
| 30D | +10.5% | +4.4% | +6.1% | +5.0% |
| 3M | +10.7% | +1.3% | +9.4% | +9.2% |
| 6M | +5.1% | +10.0% | -4.9% | -6.4% |
| YTD | +82.5% | +17.6% | +64.8% | +49.7% |
| 1Y | +98.2% | +19.2% | +79.0% | +60.1% |
| 3Y | +128.4% | +66.0% | +62.3% | +27.9% |
| 5Y | +89.0% | +50.4% | +38.6% | +18.9% |
| All | +89.0% | +50.5% | +38.5% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 5y: compounded portfolio wealth divided by compounded RSP 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…
5y analysis · Full analysis span regression · 6 months rolling