+20,639.1%
TXN vs TRV
+6,571.7%
+14,067.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.9% |
| 7D | +2.7% | +0.2% | +2.5% | +2.5% |
| 30D | -6.7% | -2.3% | -4.4% | -5.9% |
| 3M | -8.9% | +22.7% | -31.6% | -17.4% |
| 6M | +34.7% | +21.9% | +12.7% | +22.2% |
| YTD | +53.3% | +27.5% | +25.9% | +36.2% |
| 1Y | +45.0% | +36.2% | +8.8% | +24.9% |
| 3Y | +73.1% | +140.6% | -67.5% | +13.9% |
| 5Y | +59.9% | +154.5% | -94.6% | +0.8% |
| 10Y | +415.7% | +295.4% | +120.3% | +157.4% |
| All | +20,639.1% | +6,571.7% | +14,067.4% | +2,473.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling