+3,890.6%
TXN vs URI
+7,134.6%
-3,244.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | +1.4% |
| 7D | -0.1% | -2.0% | +1.9% | +0.5% |
| 30D | -6.9% | -12.9% | +6.0% | -3.4% |
| 3M | -14.9% | -6.7% | -8.2% | -13.4% |
| 6M | +29.0% | +19.0% | +10.0% | +23.0% |
| YTD | +51.5% | +25.5% | +25.9% | +41.3% |
| 1Y | +41.6% | +5.5% | +36.0% | +38.0% |
| 3Y | +65.8% | +111.3% | -45.5% | +32.7% |
| 5Y | +56.8% | +198.6% | -141.7% | +12.8% |
| 10Y | +387.5% | +1,179.9% | -792.5% | +128.2% |
| All | +3,890.6% | +7,134.6% | -3,244.0% | +540.9% |
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