+42.9%
TXN vs WM
+0.6%
+42.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.7% | +0.1% |
| 7D | +2.2% | -0.9% | +3.1% | +2.1% |
| 30D | -9.5% | -4.3% | -5.1% | -10.0% |
| 3M | -10.5% | +0.8% | -11.3% | -11.7% |
| 6M | +35.4% | -10.8% | +46.1% | +36.8% |
| YTD | +51.8% | -0.1% | +51.8% | +49.5% |
| 1Y | +42.9% | +1.0% | +41.9% | +40.3% |
| All | +42.9% | +0.6% | +42.4% | +40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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