+91.2%
TXN vs U
+33.7%
+57.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +5.2% | -8.1% | -2.6% |
| 7D | +9.5% | +2.6% | +6.9% | +9.6% |
| 30D | +8.7% | +27.6% | -18.9% | +10.1% |
| 3M | +11.6% | +15.3% | -3.8% | +12.7% |
| 6M | +0.1% | +96.4% | -96.3% | +3.8% |
| YTD | +78.8% | +19.6% | +59.2% | +87.8% |
| 1Y | +91.2% | +42.1% | +49.1% | +94.1% |
| All | +91.2% | +33.7% | +57.5% | +94.1% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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