+1,407.6%
STX vs TXN
+69.4%
+1,338.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.2% | +6.3% | +6.4% |
| 7D | +10.7% | +2.2% | +8.5% | +9.4% |
| 30D | +11.3% | -9.5% | +20.8% | +18.1% |
| 3M | +3.2% | -10.5% | +13.8% | +11.2% |
| 6M | +157.0% | +35.4% | +121.6% | +120.4% |
| YTD | +229.2% | +51.8% | +177.5% | +171.4% |
| 1Y | +381.8% | +42.9% | +338.9% | +305.5% |
| All | +1,407.6% | +69.4% | +1,338.2% | +1,047.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling