+20,639.1%
TXN vs DHR
+55,958.1%
-35,319.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | +2.7% | -2.4% | +5.1% | +3.7% |
| 30D | -6.7% | -2.2% | -4.6% | -6.0% |
| 3M | -8.9% | +9.0% | -17.9% | -13.6% |
| 6M | +34.7% | +3.5% | +31.2% | +29.6% |
| YTD | +53.3% | -10.1% | +63.5% | +56.5% |
| 1Y | +45.0% | +6.2% | +38.8% | +36.5% |
| 3Y | +73.1% | -5.4% | +78.5% | +68.1% |
| 5Y | +59.9% | -27.9% | +87.8% | +72.1% |
| 10Y | +415.7% | +215.7% | +199.9% | +188.7% |
| All | +20,639.1% | +55,958.1% | -35,319.0% | +1,707.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling