+99.7%
TXN vs DHR
+11.6%
+88.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.1% |
| 7D | +1.0% | +0.4% | +0.7% | +1.1% |
| 30D | +6.1% | +6.2% | -0.1% | +6.9% |
| 3M | +10.4% | +20.8% | -10.5% | +13.5% |
| 6M | +12.6% | +35.5% | -22.9% | +16.5% |
| YTD | +83.5% | +3.2% | +80.2% | +91.9% |
| 1Y | +99.7% | +10.7% | +89.0% | +101.2% |
| All | +99.7% | +11.6% | +88.1% | +101.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 1y: compounded portfolio wealth divided by compounded DHR 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…
1y analysis · Full analysis span regression · 6 months rolling