+4,782.6%
DELL vs TXN
+391.7%
+4,390.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.8% | -0.3% |
| 7D | +8.7% | +2.7% | +6.1% | +7.1% |
| 30D | +16.9% | -6.7% | +23.6% | +21.5% |
| 3M | +40.4% | -8.9% | +49.3% | +46.9% |
| 6M | +267.1% | +34.7% | +232.4% | +196.4% |
| YTD | +329.1% | +53.3% | +275.8% | +217.6% |
| 1Y | +346.9% | +45.0% | +301.9% | +240.6% |
| 3Y | +696.6% | +73.1% | +623.5% | +427.2% |
| 5Y | +1,106.2% | +59.9% | +1,046.3% | +729.2% |
| 10Y | +4,177.7% | +415.7% | +3,762.1% | +1,431.8% |
| All | +4,782.6% | +391.7% | +4,390.9% | +1,684.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling