+5,270.3%
TXN vs WAB
+4,115.8%
+1,154.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | 0.0% |
| 7D | +2.2% | +1.7% | +0.5% | +1.6% |
| 30D | -9.5% | -2.4% | -7.1% | -8.7% |
| 3M | -10.5% | +9.7% | -20.2% | -13.4% |
| 6M | +35.4% | +16.5% | +18.9% | +28.7% |
| YTD | +51.8% | +33.7% | +18.0% | +37.6% |
| 1Y | +42.9% | +49.7% | -6.7% | +24.7% |
| 3Y | +71.3% | +170.9% | -99.6% | +22.7% |
| 5Y | +58.0% | +228.0% | -170.0% | +6.1% |
| 10Y | +393.3% | +284.8% | +108.5% | +194.7% |
| All | +5,270.3% | +4,115.8% | +1,154.5% | +1,342.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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