+419.8%
TXN vs TRU
+147.2%
+272.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.0% | +2.8% | +3.5% |
| 7D | +4.0% | -2.7% | +6.7% | +5.0% |
| 30D | -2.9% | -2.0% | -0.8% | -2.5% |
| 3M | -9.1% | +18.4% | -27.5% | -16.2% |
| 6M | +36.6% | +8.9% | +27.8% | +28.8% |
| YTD | +57.5% | -8.9% | +66.4% | +57.1% |
| 1Y | +49.5% | -15.9% | +65.4% | +53.3% |
| 3Y | +76.5% | -1.1% | +77.6% | +60.4% |
| 5Y | +62.4% | -35.2% | +97.6% | +75.4% |
| All | +419.8% | +147.2% | +272.6% | +245.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling