+4,563.0%
TXN vs URI
+7,815.7%
-3,252.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.7% | +2.2% |
| 7D | -3.8% | -6.0% | +2.1% | -2.1% |
| 30D | +6.4% | +4.6% | +1.8% | +5.3% |
| 3M | +7.7% | -2.7% | +10.4% | +8.6% |
| 6M | +5.5% | +18.4% | -12.9% | +0.6% |
| YTD | +77.0% | +37.4% | +39.6% | +61.3% |
| 1Y | +91.2% | +30.4% | +60.9% | +76.7% |
| 3Y | +121.5% | +147.9% | -26.4% | +70.4% |
| 5Y | +84.9% | +202.1% | -117.2% | +32.7% |
| 10Y | +469.9% | +1,182.4% | -712.6% | +167.8% |
| All | +4,563.0% | +7,815.7% | -3,252.8% | +631.5% |
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