+1,924.6%
NOW vs TXN
+1,523.6%
+401.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -31.8% |
| 3M | -21.8% | +7.7% | -29.5% | -25.6% |
| 6M | +9.2% | +5.5% | +3.8% | +0.8% |
| YTD | -35.0% | +77.0% | -112.0% | -59.0% |
| 1Y | -42.5% | +91.2% | -133.7% | -65.6% |
| 3Y | -21.5% | +121.5% | -143.1% | -61.1% |
| 5Y | -25.8% | +84.9% | -110.7% | -58.0% |
| 10Y | +506.3% | +469.9% | +36.5% | +58.0% |
| All | +1,924.6% | +1,523.6% | +401.0% | +210.0% |
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