+99.7%
TXN vs SPMO
+11.0%
+88.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | +0.4% |
| 7D | +1.0% | -8.9% | +9.9% | +9.7% |
| 30D | +6.1% | -13.8% | +19.9% | +21.1% |
| 3M | +10.4% | -12.5% | +22.9% | +24.2% |
| 6M | +12.6% | -1.5% | +14.1% | +18.5% |
| YTD | +83.5% | +11.3% | +72.1% | +77.3% |
| 1Y | +99.7% | +11.5% | +88.3% | +93.0% |
| All | +99.7% | +11.0% | +88.8% | +93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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