+57.2%
TXN vs SUI
-32.0%
+89.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.2% | +1.9% |
| 7D | -0.1% | -2.8% | +2.8% | +0.8% |
| 30D | -6.9% | -1.2% | -5.8% | -6.7% |
| 3M | -14.9% | -1.7% | -13.2% | -15.0% |
| 6M | +29.0% | -10.5% | +39.5% | +33.2% |
| YTD | +51.5% | -1.8% | +53.3% | +51.0% |
| 1Y | +41.6% | -4.1% | +45.6% | +42.1% |
| 3Y | +65.8% | +11.3% | +54.6% | +54.0% |
| All | +57.2% | -32.0% | +89.1% | +76.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling