+99.7%
TXN vs SPXU
-30.4%
+130.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.9% | +4.6% | -2.7% |
| 7D | +1.0% | +2.2% | -1.1% | +2.3% |
| 30D | +6.1% | +3.8% | +2.4% | +8.6% |
| 3M | +10.4% | +3.3% | +7.1% | +13.1% |
| 6M | +12.6% | -16.7% | +29.3% | +7.6% |
| YTD | +83.5% | -28.6% | +112.1% | +67.1% |
| 1Y | +99.7% | -30.6% | +130.3% | +81.0% |
| All | +99.7% | -30.4% | +130.1% | +81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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