+4,488.6%
TXN vs URI
+7,982.2%
-3,493.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +6.9% | -0.3% | +4.8% |
| 7D | -2.1% | -4.0% | +1.9% | -0.9% |
| 30D | +4.7% | +6.8% | -2.1% | +3.0% |
| 3M | +3.9% | -2.8% | +6.7% | +4.8% |
| 6M | +3.8% | +20.9% | -17.1% | -1.6% |
| YTD | +74.2% | +40.2% | +33.9% | +57.9% |
| 1Y | +88.2% | +34.1% | +54.1% | +72.6% |
| 3Y | +124.0% | +164.1% | -40.2% | +69.4% |
| 5Y | +78.4% | +199.3% | -121.0% | +28.2% |
| 10Y | +455.6% | +1,218.8% | -763.3% | +159.2% |
| All | +4,488.6% | +7,982.2% | -3,493.5% | +615.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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