+1,277.5%
TXN vs XBI
+905.2%
+372.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.3% |
| 7D | +2.0% | -4.6% | +6.6% | +4.1% |
| 30D | -8.0% | -0.8% | -7.2% | -7.9% |
| 3M | -7.8% | +21.8% | -29.6% | -16.1% |
| 6M | +32.4% | +23.2% | +9.2% | +19.3% |
| YTD | +51.7% | +28.7% | +23.0% | +33.4% |
| 1Y | +44.3% | +67.8% | -23.5% | +12.1% |
| 3Y | +71.3% | +100.6% | -29.4% | +20.6% |
| 5Y | +56.4% | +19.8% | +36.6% | +33.8% |
| 10Y | +410.2% | +159.7% | +250.5% | +193.1% |
| All | +1,277.5% | +905.2% | +372.4% | +205.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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