+49.5%
TXN vs SPXU
-36.3%
+85.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.4% | +6.2% | +2.6% |
| 7D | +4.0% | +2.5% | +1.5% | +5.3% |
| 30D | -2.9% | +4.2% | -7.0% | -0.7% |
| 3M | -9.1% | -9.3% | +0.2% | -11.7% |
| 6M | +36.6% | -30.7% | +67.3% | +21.9% |
| YTD | +57.5% | -28.1% | +85.6% | +42.9% |
| 1Y | +49.5% | -35.2% | +84.8% | +31.8% |
| All | +49.5% | -36.3% | +85.8% | +31.8% |
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