+76.5%
TXN vs XLI
+70.0%
+6.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.1% | +2.8% | +2.5% |
| 7D | +4.0% | -1.7% | +5.6% | +6.1% |
| 30D | -2.9% | -7.3% | +4.4% | +6.7% |
| 3M | -9.1% | -1.3% | -7.8% | -7.2% |
| 6M | +36.6% | +2.2% | +34.4% | +34.3% |
| YTD | +57.5% | +11.7% | +45.8% | +38.6% |
| 1Y | +49.5% | +14.3% | +35.3% | +28.2% |
| 3Y | +76.5% | +70.3% | +6.2% | -7.0% |
| All | +76.5% | +70.0% | +6.6% | -7.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling