+59.6%
TXN vs TEAM
-52.7%
+112.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.1% | +3.7% | +3.8% |
| 7D | +4.0% | -5.2% | +9.2% | +4.5% |
| 30D | -2.9% | +15.8% | -18.6% | -4.6% |
| 3M | -9.1% | +101.5% | -110.6% | -17.1% |
| 6M | +36.6% | +138.2% | -101.5% | +19.2% |
| YTD | +57.5% | +10.8% | +46.7% | +55.9% |
| 1Y | +49.5% | +1.7% | +47.8% | +50.0% |
| 3Y | +76.5% | -16.0% | +92.6% | +77.2% |
| All | +59.6% | -52.7% | +112.3% | +67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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