+1,789.8%
TXN vs SPXU
-100.0%
+1,889.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | +0.9% |
| 7D | +2.2% | -1.5% | +3.7% | +1.6% |
| 30D | -9.5% | +3.7% | -13.2% | -8.1% |
| 3M | -10.5% | -9.6% | -1.0% | -12.7% |
| 6M | +35.4% | -32.4% | +67.7% | +19.7% |
| YTD | +51.8% | -28.7% | +80.4% | +37.7% |
| 1Y | +42.9% | -38.2% | +81.2% | +23.8% |
| 3Y | +71.3% | -80.4% | +151.8% | +8.6% |
| 5Y | +58.0% | -86.0% | +144.0% | +5.4% |
| 10Y | +393.3% | -99.5% | +492.8% | +41.1% |
| All | +1,789.8% | -100.0% | +1,889.8% | +90.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling