+41.6%
TXN vs TER
+203.7%
-162.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +5.4% | -3.6% | +0.3% |
| 7D | -0.1% | +0.6% | -0.7% | -0.3% |
| 30D | -6.9% | -8.3% | +1.4% | -4.9% |
| 3M | -14.9% | -12.2% | -2.7% | -13.1% |
| 6M | +29.0% | +17.0% | +12.0% | +22.4% |
| YTD | +51.5% | +84.6% | -33.1% | +32.8% |
| 1Y | +41.6% | +199.8% | -158.2% | +20.1% |
| All | +41.6% | +203.7% | -162.2% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 1y: compounded portfolio wealth divided by compounded TER 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…
1y analysis · Full analysis span regression · 6 months rolling