+49.5%
TXN vs AHR
+26.4%
+23.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.9% | +4.7% | +4.0% |
| 7D | +4.0% | -2.1% | +6.1% | +4.3% |
| 30D | -2.9% | +1.9% | -4.7% | -3.3% |
| 3M | -9.1% | +15.7% | -24.8% | -13.9% |
| 6M | +36.6% | +2.5% | +34.1% | +33.1% |
| YTD | +57.5% | +15.0% | +42.5% | +51.2% |
| 1Y | +49.5% | +28.1% | +21.4% | +45.3% |
| All | +49.5% | +26.4% | +23.2% | +45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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