+1,345.4%
TXN vs WPM
+5,972.6%
-4,627.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +2.2% | +7.0% | -4.8% | +1.3% |
| 30D | -9.5% | +15.7% | -25.2% | -11.3% |
| 3M | -10.5% | +35.2% | -45.7% | -14.1% |
| 6M | +35.4% | +6.1% | +29.3% | +33.6% |
| YTD | +51.8% | +32.6% | +19.2% | +45.3% |
| 1Y | +42.9% | +46.9% | -4.0% | +34.8% |
| 3Y | +71.3% | +276.3% | -205.0% | +42.4% |
| 5Y | +58.0% | +260.0% | -202.0% | +30.7% |
| 10Y | +393.3% | +508.5% | -115.3% | +271.8% |
| All | +1,345.4% | +5,972.6% | -4,627.2% | +828.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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