+65.9%
TXN vs DAL
+101.3%
-35.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.4% | -1.1% |
| 7D | -7.8% | +8.8% | -16.6% | -10.6% |
| 30D | -3.6% | +5.4% | -8.9% | -5.4% |
| 3M | +0.1% | -4.9% | +5.0% | +1.7% |
| 6M | -3.2% | +19.8% | -23.1% | -10.1% |
| YTD | +63.4% | +27.0% | +36.4% | +46.8% |
| 1Y | +75.6% | +52.5% | +23.2% | +47.2% |
| 3Y | +104.0% | +173.8% | -69.8% | +31.0% |
| All | +65.9% | +101.3% | -35.4% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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