-29.8%
NOW vs TXN
+45.5%
-75.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -1.9% |
| 7D | -4.1% | +2.7% | -6.8% | -3.0% |
| 30D | +2.9% | -6.7% | +9.6% | +0.1% |
| 3M | +22.6% | -8.9% | +31.5% | +19.4% |
| 6M | +7.5% | +34.7% | -27.2% | +17.5% |
| YTD | -14.4% | +53.3% | -67.7% | -10.8% |
| 1Y | -29.8% | +45.0% | -74.8% | -26.2% |
| All | -29.8% | +45.5% | -75.3% | -26.2% |
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