+84.5%
AAPL vs TXN
+69.4%
+15.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.1% | +4.6% | +3.8% |
| 7D | -0.5% | +2.0% | -2.5% | -1.0% |
| 30D | +7.1% | -8.0% | +15.1% | +9.2% |
| 3M | +12.1% | -7.8% | +19.8% | +12.9% |
| 6M | +25.4% | +32.4% | -7.0% | +11.4% |
| YTD | +20.5% | +51.7% | -31.2% | +1.4% |
| 1Y | +44.5% | +44.3% | +0.2% | +23.5% |
| All | +84.5% | +69.4% | +15.2% | +46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TXN.
Daily Out/Under-Performance
Portfolio return minus TXN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXN 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 TXN 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