+1,924.7%
TXN vs XLI
+1,097.3%
+827.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +2.5% |
| 7D | +2.7% | -0.6% | +3.2% | +3.2% |
| 30D | -6.7% | -6.9% | +0.2% | +0.1% |
| 3M | -8.9% | -1.9% | -7.0% | -6.9% |
| 6M | +34.7% | +1.0% | +33.7% | +34.5% |
| YTD | +53.3% | +11.3% | +42.0% | +39.0% |
| 1Y | +45.0% | +15.8% | +29.2% | +26.6% |
| 3Y | +73.1% | +69.8% | +3.3% | +5.2% |
| 5Y | +59.9% | +80.9% | -21.0% | -8.3% |
| 10Y | +415.7% | +257.2% | +158.5% | +48.0% |
| All | +1,924.7% | +1,097.3% | +827.4% | +58.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling