+1,241.5%
TXN vs UUUU
-92.5%
+1,334.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.3% | +5.3% | -0.6% |
| 7D | +2.0% | -5.0% | +7.0% | +2.3% |
| 30D | -8.0% | -7.8% | -0.2% | -7.6% |
| 3M | -7.8% | -0.4% | -7.3% | -7.9% |
| 6M | +32.4% | -32.9% | +65.3% | +35.1% |
| YTD | +51.7% | -6.3% | +58.0% | +50.5% |
| 1Y | +44.3% | +7.9% | +36.4% | +40.4% |
| 3Y | +71.3% | +85.2% | -13.9% | +57.1% |
| 5Y | +56.4% | +97.0% | -40.6% | +39.9% |
| 10Y | +410.2% | +492.6% | -82.4% | +307.9% |
| All | +1,241.5% | -92.5% | +1,334.0% | +989.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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