+419.8%
TXN vs ADI
+670.4%
-250.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.9% | -1.0% | 0.0% |
| 7D | +4.0% | +4.6% | -0.6% | +0.3% |
| 30D | -2.9% | -1.2% | -1.7% | -1.9% |
| 3M | -9.1% | -7.8% | -1.3% | -2.6% |
| 6M | +36.6% | +19.3% | +17.3% | +20.4% |
| YTD | +57.5% | +40.9% | +16.6% | +22.0% |
| 1Y | +49.5% | +54.5% | -5.0% | +7.6% |
| 3Y | +76.5% | +123.4% | -46.9% | -5.6% |
| 5Y | +62.4% | +142.3% | -79.9% | -19.9% |
| All | +419.8% | +670.4% | -250.6% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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