+56.4%
TXN vs DIA
+61.6%
-5.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.4% | -0.3% |
| 7D | +2.0% | -3.0% | +5.0% | +5.9% |
| 30D | -8.0% | -3.0% | -5.0% | -4.5% |
| 3M | -7.8% | +4.5% | -12.3% | -12.8% |
| 6M | +32.4% | +9.8% | +22.6% | +17.6% |
| YTD | +51.7% | +9.3% | +42.4% | +35.3% |
| 1Y | +44.3% | +16.0% | +28.3% | +19.3% |
| 3Y | +71.3% | +57.7% | +13.5% | -2.8% |
| 5Y | +56.4% | +63.8% | -7.3% | -13.4% |
| All | +56.4% | +61.6% | -5.2% | -13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling