+99.7%
TXN vs XLI
+12.2%
+87.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | +1.1% |
| 7D | +1.0% | +0.6% | +0.5% | +0.3% |
| 30D | +6.1% | -0.4% | +6.5% | +6.7% |
| 3M | +10.4% | -8.8% | +19.2% | +24.6% |
| 6M | +12.6% | -0.4% | +13.0% | +14.3% |
| YTD | +83.5% | +10.1% | +73.3% | +65.1% |
| 1Y | +99.7% | +12.3% | +87.4% | +75.1% |
| All | +99.7% | +12.2% | +87.5% | +75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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