+57.4%
JNJ vs TXN
+44.3%
+13.2%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -3.0% | -1.0% |
| 7D | +2.7% | -0.1% | +2.8% | +2.7% |
| 30D | +7.4% | -6.9% | +14.3% | +7.0% |
| 3M | +21.2% | -14.9% | +36.2% | +20.3% |
| 6M | +13.4% | +29.0% | -15.6% | +10.0% |
| YTD | +35.1% | +51.5% | -16.3% | +30.7% |
| 1Y | +57.4% | +41.6% | +15.9% | +53.2% |
| All | +57.4% | +44.3% | +13.2% | +53.2% |
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 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