+74.6%
TXN vs AHR
+360.2%
-285.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.2% |
| 7D | +2.0% | -3.0% | +5.0% | +2.7% |
| 30D | -8.0% | +2.6% | -10.6% | -8.6% |
| 3M | -7.8% | +16.0% | -23.8% | -12.0% |
| 6M | +32.4% | +3.1% | +29.3% | +30.3% |
| YTD | +51.7% | +16.0% | +35.6% | +44.9% |
| 1Y | +44.3% | +28.0% | +16.3% | +34.0% |
| All | +74.6% | +360.2% | -285.5% | +28.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling