+49.5%
TXN vs DIA
+16.9%
+32.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.0% | +2.8% | +2.7% |
| 7D | +4.0% | -1.6% | +5.5% | +5.9% |
| 30D | -2.9% | -2.0% | -0.8% | -0.5% |
| 3M | -9.1% | +3.6% | -12.7% | -13.2% |
| 6M | +36.6% | +11.5% | +25.1% | +19.3% |
| YTD | +57.5% | +10.4% | +47.1% | +38.2% |
| 1Y | +49.5% | +15.6% | +34.0% | +22.7% |
| All | +49.5% | +16.9% | +32.7% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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