+71.3%
TXN vs D
+65.5%
+5.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | +2.2% | +0.8% | +1.4% | +2.0% |
| 30D | -9.5% | -0.7% | -8.8% | -9.4% |
| 3M | -10.5% | +2.1% | -12.6% | -11.0% |
| 6M | +35.4% | +6.8% | +28.5% | +33.0% |
| YTD | +51.8% | +16.5% | +35.2% | +46.6% |
| 1Y | +42.9% | +19.2% | +23.8% | +37.3% |
| 3Y | +71.3% | +61.9% | +9.5% | +51.5% |
| All | +71.3% | +65.5% | +5.8% | +51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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