+88.2%
TXN vs USB
+33.5%
+54.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.5% | +4.1% | +5.7% |
| 7D | -2.1% | +0.8% | -2.8% | -2.3% |
| 30D | +4.7% | +6.8% | -2.0% | +2.6% |
| 3M | +3.9% | -3.8% | +7.7% | +5.2% |
| 6M | +3.8% | +11.7% | -8.0% | -0.7% |
| YTD | +74.2% | +17.5% | +56.7% | +56.8% |
| All | +88.2% | +33.5% | +54.7% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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