+59.9%
TXN vs ARWR
+25.7%
+34.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.9% | +3.9% | +1.5% |
| 7D | +2.7% | -3.2% | +5.9% | +3.2% |
| 30D | -6.7% | -6.5% | -0.3% | -5.7% |
| 3M | -8.9% | +12.7% | -21.6% | -11.2% |
| 6M | +34.7% | +36.2% | -1.5% | +26.8% |
| YTD | +53.3% | +24.5% | +28.9% | +46.2% |
| 1Y | +45.0% | +198.0% | -152.9% | +18.4% |
| 3Y | +73.1% | +176.4% | -103.2% | +31.4% |
| 5Y | +59.9% | +26.6% | +33.4% | +33.1% |
| All | +59.9% | +25.7% | +34.2% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 5y: compounded portfolio wealth divided by compounded ARWR 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…
5y analysis · Full analysis span regression · 6 months rolling