+49.5%
TXN vs TRV
+39.8%
+9.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.1% | +1.7% | +4.1% |
| 7D | +4.0% | +1.9% | +2.0% | +4.3% |
| 30D | -2.9% | +1.7% | -4.6% | -2.6% |
| 3M | -9.1% | +23.9% | -33.0% | -7.7% |
| 6M | +36.6% | +26.3% | +10.4% | +38.7% |
| YTD | +57.5% | +30.8% | +26.7% | +58.8% |
| 1Y | +49.5% | +36.3% | +13.2% | +50.5% |
| All | +49.5% | +39.8% | +9.8% | +50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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