+102.3%
INTC vs TXN
+57.5%
+44.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.1% | -4.5% | -4.7% |
| 7D | +9.4% | +2.0% | +7.5% | +7.9% |
| 30D | +2.7% | -8.0% | +10.6% | +9.8% |
| 3M | -6.3% | -7.8% | +1.5% | +1.3% |
| 6M | +114.5% | +32.4% | +82.0% | +71.5% |
| YTD | +171.9% | +51.7% | +120.2% | +94.3% |
| 1Y | +305.0% | +44.3% | +260.7% | +200.8% |
| 3Y | +168.3% | +71.3% | +97.1% | +65.5% |
| 5Y | +102.3% | +56.4% | +45.9% | +31.7% |
| All | +102.3% | +57.5% | +44.8% | +31.7% |
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