+56.4%
TXN vs WU
-51.6%
+108.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.3% | -0.9% |
| 7D | +2.0% | -5.0% | +6.9% | +3.2% |
| 30D | -8.0% | -2.3% | -5.7% | -7.6% |
| 3M | -7.8% | -3.2% | -4.5% | -8.5% |
| 6M | +32.4% | -25.0% | +57.5% | +40.5% |
| YTD | +51.7% | -21.7% | +73.4% | +58.4% |
| 1Y | +44.3% | -9.0% | +53.3% | +42.9% |
| 3Y | +71.3% | -28.9% | +100.2% | +80.7% |
| 5Y | +56.4% | -51.0% | +107.4% | +79.8% |
| All | +56.4% | -51.6% | +108.0% | +79.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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