+99.7%
TXN vs TER
+42.7%
+57.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.8% | +6.5% | +1.8% |
| 7D | +1.0% | -19.9% | +20.9% | +8.0% |
| 30D | +6.1% | -43.5% | +49.7% | +26.4% |
| 3M | +10.4% | -37.8% | +48.1% | +26.3% |
| 6M | +12.6% | -25.6% | +38.1% | +20.7% |
| YTD | +83.5% | +29.8% | +53.6% | +59.1% |
| 1Y | +99.7% | +43.2% | +56.6% | +66.2% |
| All | +99.7% | +42.7% | +57.0% | +66.2% |
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