+34.7%
TXN vs XLI
+2.7%
+32.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +3.2% |
| 7D | +2.7% | -0.6% | +3.2% | +3.4% |
| 30D | -6.7% | -6.9% | +0.2% | +3.8% |
| 3M | -8.9% | -1.9% | -7.0% | -5.8% |
| 6M | +34.7% | +1.0% | +33.7% | +34.1% |
| All | +34.7% | +2.7% | +32.0% | +34.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling