+91.2%
TXN vs SUI
-3.0%
+94.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.9% | -3.8% | -2.6% |
| 7D | +9.5% | -1.5% | +10.9% | +9.0% |
| 30D | +8.7% | +3.7% | +5.0% | +9.8% |
| 3M | +11.6% | -0.4% | +12.0% | +11.7% |
| 6M | +0.1% | -2.8% | +2.9% | +0.7% |
| YTD | +78.8% | -1.6% | +80.4% | +78.2% |
| 1Y | +91.2% | -2.1% | +93.3% | +92.1% |
| All | +91.2% | -3.0% | +94.2% | +92.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling