+12.3%
QQQ vs TXN
+97.5%
-85.2%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | -4.6% | +1.0% | -5.7% | -4.9% |
| 30D | -8.5% | +6.1% | -14.6% | -9.9% |
| 3M | -4.3% | +10.4% | -14.7% | -6.7% |
| 6M | +3.1% | +12.6% | -9.5% | +0.5% |
| YTD | +13.0% | +83.5% | -70.4% | -0.5% |
| 1Y | +12.3% | +99.7% | -87.5% | -3.7% |
| All | +12.3% | +97.5% | -85.2% | -3.7% |
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