+59.6%
TXN vs WCN
+24.9%
+34.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.2% | +3.6% | +3.8% |
| 7D | +4.0% | -3.1% | +7.1% | +5.1% |
| 30D | -2.9% | -3.4% | +0.5% | -1.8% |
| 3M | -9.1% | +3.0% | -12.1% | -11.1% |
| 6M | +36.6% | -3.8% | +40.4% | +37.3% |
| YTD | +57.5% | -8.3% | +65.8% | +61.0% |
| 1Y | +49.5% | -9.7% | +59.3% | +53.6% |
| 3Y | +76.5% | +17.2% | +59.4% | +57.1% |
| All | +59.6% | +24.9% | +34.7% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 5y: compounded portfolio wealth divided by compounded WCN 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…
5y analysis · Full analysis span regression · 6 months rolling