+20,427.4%
TXN vs ADI
+36,225.1%
-15,797.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | 0.0% |
| 7D | +2.2% | +2.4% | -0.2% | +0.7% |
| 30D | -9.5% | -6.6% | -2.9% | -5.7% |
| 3M | -10.5% | -9.8% | -0.7% | -4.2% |
| 6M | +35.4% | +15.7% | +19.7% | +25.7% |
| YTD | +51.8% | +35.1% | +16.6% | +28.5% |
| 1Y | +42.9% | +47.7% | -4.8% | +14.7% |
| 3Y | +71.3% | +114.5% | -43.1% | +10.6% |
| 5Y | +58.0% | +141.2% | -83.2% | -5.2% |
| 10Y | +393.3% | +611.3% | -218.1% | +58.3% |
| All | +20,427.4% | +36,225.1% | -15,797.7% | +1,004.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling