+1,593.7%
META vs TXN
+1,384.0%
+209.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +6.6% | -1.5% | +1.9% |
| 7D | +5.7% | -2.1% | +7.8% | +6.5% |
| 30D | -10.8% | +4.7% | -15.5% | -13.1% |
| 3M | +8.4% | +3.9% | +4.5% | +5.6% |
| 6M | +5.4% | +3.8% | +1.6% | +0.6% |
| YTD | -2.6% | +74.2% | -76.8% | -31.5% |
| 1Y | +3.5% | +88.2% | -84.7% | -30.5% |
| 3Y | +102.0% | +124.0% | -22.0% | +14.0% |
| 5Y | +93.1% | +78.4% | +14.7% | +26.9% |
| 10Y | +425.7% | +455.6% | -29.9% | +95.1% |
| All | +1,593.7% | +1,384.0% | +209.7% | +371.3% |
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