+41.6%
TXN vs SGOV
+3.8%
+37.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +3.1% |
| 7D | -0.1% | +0.1% | -0.2% | +2.8% |
| 30D | -6.9% | +0.3% | -7.3% | +3.6% |
| 3M | -14.9% | +1.0% | -15.9% | +13.9% |
| 6M | +29.0% | +1.9% | +27.1% | +110.5% |
| YTD | +51.5% | +2.5% | +49.0% | +174.7% |
| 1Y | +41.6% | +3.8% | +37.7% | +235.6% |
| All | +41.6% | +3.8% | +37.7% | +235.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SGOV.
Daily Out/Under-Performance
Portfolio return minus SGOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGOV 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 SGOV 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