+45.2%
AMZN vs TXN
+57.5%
-12.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.2% |
| 7D | -2.7% | +2.0% | -4.7% | -3.5% |
| 30D | -7.5% | -8.0% | +0.5% | -4.4% |
| 3M | +5.8% | -7.8% | +13.6% | +7.3% |
| 6M | +17.5% | +32.4% | -14.9% | -2.6% |
| YTD | +9.1% | +51.7% | -42.6% | -16.8% |
| 1Y | +9.4% | +44.3% | -34.9% | -14.8% |
| 3Y | +82.2% | +71.3% | +11.0% | +16.0% |
| 5Y | +45.2% | +56.4% | -11.2% | -3.9% |
| All | +45.2% | +57.5% | -12.3% | -3.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling