+1,583.8%
TXN vs TRI
+507.2%
+1,076.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +1.8% |
| 7D | +2.7% | -8.4% | +11.1% | +6.1% |
| 30D | -6.7% | -6.5% | -0.3% | -4.9% |
| 3M | -8.9% | +18.6% | -27.5% | -18.4% |
| 6M | +34.7% | -10.4% | +45.1% | +33.5% |
| YTD | +53.3% | -23.7% | +77.0% | +60.8% |
| 1Y | +45.0% | -42.5% | +87.5% | +75.6% |
| 3Y | +73.1% | -19.3% | +92.4% | +70.4% |
| 5Y | +59.9% | -9.7% | +69.6% | +47.2% |
| 10Y | +415.7% | +194.4% | +221.2% | +148.0% |
| All | +1,583.8% | +507.2% | +1,076.7% | +250.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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