+99.7%
TXN vs WY
+0.3%
+99.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.6% | -6.0% | -0.9% |
| 7D | +1.0% | +13.3% | -12.3% | -0.6% |
| 30D | +6.1% | +17.6% | -11.5% | +3.7% |
| 3M | +10.4% | -15.0% | +25.4% | +14.8% |
| 6M | +12.6% | -5.9% | +18.5% | +14.3% |
| YTD | +83.5% | -5.7% | +89.2% | +87.0% |
| 1Y | +99.7% | -0.2% | +99.9% | +101.8% |
| All | +99.7% | +0.3% | +99.4% | +101.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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