+59.6%
TXN vs SU
+348.9%
-289.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.1% | +4.0% | +3.9% |
| 7D | +4.0% | +2.2% | +1.7% | +3.4% |
| 30D | -2.9% | +8.4% | -11.3% | -4.8% |
| 3M | -9.1% | +12.1% | -21.2% | -11.9% |
| 6M | +36.6% | +19.7% | +17.0% | +29.5% |
| YTD | +57.5% | +58.4% | -0.9% | +38.6% |
| 1Y | +49.5% | +67.2% | -17.7% | +29.5% |
| 3Y | +76.5% | +125.0% | -48.5% | +40.8% |
| All | +59.6% | +348.9% | -289.3% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 5y: compounded portfolio wealth divided by compounded SU 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…
5y analysis · Full analysis span regression · 6 months rolling