+393.3%
TXN vs SUI
+104.3%
+288.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.7% |
| 7D | +2.2% | -3.1% | +5.3% | +3.3% |
| 30D | -9.5% | -2.3% | -7.2% | -8.8% |
| 3M | -10.5% | -2.8% | -7.7% | -10.3% |
| 6M | +35.4% | -12.4% | +47.7% | +40.9% |
| YTD | +51.8% | -3.3% | +55.1% | +52.0% |
| 1Y | +42.9% | -5.8% | +48.8% | +44.4% |
| 3Y | +71.3% | +12.5% | +58.9% | +58.9% |
| 5Y | +58.0% | -32.9% | +90.9% | +75.5% |
| 10Y | +393.3% | +104.4% | +288.8% | +295.8% |
| All | +393.3% | +104.3% | +288.9% | +295.8% |
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