+21,202.8%
TXN vs SU
+61,601.3%
-40,398.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.1% | +4.0% | +3.8% |
| 7D | +4.0% | +2.2% | +1.7% | +4.0% |
| 30D | -2.9% | +8.4% | -11.3% | -2.9% |
| 3M | -9.1% | +12.1% | -21.2% | -9.1% |
| 6M | +36.6% | +19.7% | +17.0% | +36.6% |
| YTD | +57.5% | +58.4% | -0.9% | +57.4% |
| 1Y | +49.5% | +67.2% | -17.7% | +49.4% |
| 3Y | +76.5% | +125.0% | -48.5% | +76.4% |
| 5Y | +62.4% | +355.1% | -292.7% | +62.1% |
| 10Y | +429.7% | +263.7% | +166.0% | +428.7% |
| All | +21,202.8% | +61,601.3% | -40,398.5% | +21,270.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling