+99.7%
TXN vs DIS
+8.7%
+91.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.2% | -4.5% | -0.1% |
| 7D | +1.0% | +9.1% | -8.1% | +1.4% |
| 30D | +6.1% | +14.8% | -8.7% | +6.7% |
| 3M | +10.4% | +21.2% | -10.8% | +10.8% |
| 6M | +12.6% | +18.3% | -5.7% | +13.0% |
| YTD | +83.5% | +5.4% | +78.1% | +84.4% |
| 1Y | +99.7% | +8.3% | +91.5% | +100.1% |
| All | +99.7% | +8.7% | +91.0% | +100.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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