+20,639.1%
TXN vs SYY
+4,545.1%
+16,094.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.2% | -1.1% | +0.3% |
| 7D | +2.7% | -0.2% | +2.9% | +2.7% |
| 30D | -6.7% | -2.7% | -4.0% | -5.9% |
| 3M | -8.9% | +5.9% | -14.8% | -11.0% |
| 6M | +34.7% | -2.3% | +37.0% | +34.4% |
| YTD | +53.3% | +13.1% | +40.2% | +45.1% |
| 1Y | +45.0% | +3.8% | +41.3% | +41.1% |
| 3Y | +73.1% | +26.7% | +46.4% | +56.0% |
| 5Y | +59.9% | +19.4% | +40.5% | +46.0% |
| 10Y | +415.7% | +112.0% | +303.7% | +260.5% |
| All | +20,639.1% | +4,545.1% | +16,094.0% | +3,992.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling