+419.8%
TXN vs SYY
+116.5%
+303.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.1% | +2.7% | +3.5% |
| 7D | +4.0% | +3.9% | 0.0% | +2.7% |
| 30D | -2.9% | -1.7% | -1.1% | -2.4% |
| 3M | -9.1% | +5.2% | -14.3% | -10.9% |
| 6M | +36.6% | -0.2% | +36.8% | +35.5% |
| YTD | +57.5% | +15.4% | +42.1% | +48.3% |
| 1Y | +49.5% | +5.6% | +43.9% | +44.8% |
| 3Y | +76.5% | +28.9% | +47.7% | +58.5% |
| 5Y | +62.4% | +24.1% | +38.3% | +47.1% |
| All | +419.8% | +116.5% | +303.3% | +293.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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