+71.9%
TXN vs ADI
+113.1%
-41.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.6% |
| 7D | +2.7% | +2.6% | 0.0% | +0.4% |
| 30D | -6.7% | -4.6% | -2.1% | -2.8% |
| 3M | -8.9% | -9.5% | +0.6% | -0.3% |
| 6M | +34.7% | +14.8% | +19.8% | +21.9% |
| YTD | +53.3% | +35.8% | +17.5% | +21.0% |
| 1Y | +45.0% | +48.9% | -3.9% | +6.1% |
| All | +71.9% | +113.1% | -41.2% | -8.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling