+506.3%
NOW vs TXN
+462.9%
+43.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.6% | -4.7% | -3.8% |
| 7D | -8.7% | -3.8% | -4.9% | -7.3% |
| 30D | -29.3% | +6.4% | -35.7% | -31.7% |
| 3M | -21.8% | +7.7% | -29.5% | -25.4% |
| 6M | +9.2% | +5.5% | +3.8% | +1.2% |
| YTD | -35.0% | +77.0% | -112.0% | -58.7% |
| 1Y | -42.5% | +91.2% | -133.7% | -65.3% |
| 3Y | -21.5% | +121.5% | -143.1% | -61.2% |
| 5Y | -25.8% | +84.9% | -110.7% | -58.0% |
| 10Y | +506.3% | +469.9% | +36.5% | +34.2% |
| All | +506.3% | +462.9% | +43.5% | +34.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling