+76.5%
TXN vs DHI
+21.1%
+55.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.1% | +3.3% |
| 7D | +4.0% | -3.4% | +7.4% | +5.1% |
| 30D | -2.9% | -5.4% | +2.6% | -1.4% |
| 3M | -9.1% | -10.4% | +1.3% | -6.5% |
| 6M | +36.6% | -2.8% | +39.4% | +36.8% |
| YTD | +57.5% | -3.4% | +60.9% | +57.4% |
| 1Y | +49.5% | -22.9% | +72.4% | +59.5% |
| 3Y | +76.5% | +20.7% | +55.9% | +53.6% |
| All | +76.5% | +21.1% | +55.5% | +53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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