+84.6%
TXN vs DIA
+57.3%
+27.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.1% | -3.0% | -3.0% |
| 7D | +9.5% | +2.1% | +7.3% | +6.7% |
| 30D | +8.7% | +1.5% | +7.2% | +7.0% |
| 3M | +11.6% | -2.4% | +14.0% | +15.3% |
| 6M | +0.1% | +6.0% | -5.9% | -6.8% |
| YTD | +78.8% | +10.1% | +68.7% | +58.5% |
| 1Y | +91.2% | +11.8% | +79.4% | +66.2% |
| 3Y | +125.8% | +59.7% | +66.1% | +26.6% |
| All | +84.6% | +57.3% | +27.3% | +6.0% |
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