+76.5%
TXN vs SYY
+29.1%
+47.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.1% | +2.7% | +3.6% |
| 7D | +4.0% | +3.9% | 0.0% | +3.1% |
| 30D | -2.9% | -1.7% | -1.1% | -2.5% |
| 3M | -9.1% | +5.2% | -14.3% | -10.6% |
| 6M | +36.6% | -0.2% | +36.8% | +35.6% |
| YTD | +57.5% | +15.4% | +42.1% | +48.9% |
| 1Y | +49.5% | +5.6% | +43.9% | +45.8% |
| 3Y | +76.5% | +28.9% | +47.7% | +57.1% |
| All | +76.5% | +29.1% | +47.4% | +57.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling