+319.1%
DELL vs TXN
+44.3%
+274.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | +0.9% |
| 7D | +14.9% | -0.1% | +15.0% | +15.0% |
| 30D | +13.3% | -6.9% | +20.2% | +15.8% |
| 3M | +24.4% | -14.9% | +39.3% | +29.4% |
| 6M | +258.0% | +29.0% | +229.0% | +218.2% |
| YTD | +320.2% | +51.5% | +268.7% | +248.1% |
| 1Y | +319.1% | +41.6% | +277.5% | +235.9% |
| All | +319.1% | +44.3% | +274.8% | +235.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling