+419.8%
TXN vs UPS
+37.9%
+381.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.3% | +3.5% | +3.7% |
| 7D | +4.0% | -2.0% | +5.9% | +5.0% |
| 30D | -2.9% | -2.0% | -0.9% | -2.0% |
| 3M | -9.1% | -6.2% | -2.9% | -6.7% |
| 6M | +36.6% | +2.8% | +33.9% | +33.6% |
| YTD | +57.5% | +5.9% | +51.6% | +51.0% |
| 1Y | +49.5% | +26.2% | +23.3% | +30.6% |
| 3Y | +76.5% | -26.0% | +102.6% | +95.1% |
| 5Y | +62.4% | -34.3% | +96.7% | +87.1% |
| All | +419.8% | +37.9% | +381.9% | +248.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 UPS 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