+421.1%
TXN vs SUI
+118.5%
+302.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.2% |
| 7D | -7.8% | +6.2% | -14.0% | -9.7% |
| 30D | -3.6% | +8.6% | -12.1% | -6.6% |
| 3M | +0.1% | +1.0% | -0.9% | -0.7% |
| 6M | -3.2% | -2.6% | -0.6% | -3.5% |
| YTD | +63.4% | -0.1% | +63.5% | +61.2% |
| 1Y | +75.6% | +0.5% | +75.1% | +72.8% |
| 3Y | +104.0% | +15.3% | +88.8% | +87.2% |
| 5Y | +65.0% | -26.1% | +91.2% | +76.7% |
| All | +421.1% | +118.5% | +302.6% | +308.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling