+415.7%
TXN vs DIS
+20.9%
+394.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.9% | +1.4% |
| 7D | +2.7% | -3.5% | +6.2% | +4.2% |
| 30D | -6.7% | +1.0% | -7.7% | -7.3% |
| 3M | -8.9% | +5.7% | -14.6% | -11.8% |
| 6M | +34.7% | +3.3% | +31.4% | +31.3% |
| YTD | +53.3% | -7.7% | +61.0% | +56.2% |
| 1Y | +45.0% | -10.0% | +55.0% | +49.0% |
| 3Y | +73.1% | +31.7% | +41.4% | +46.0% |
| 5Y | +59.9% | -42.2% | +102.1% | +90.6% |
| 10Y | +415.7% | +22.3% | +393.3% | +301.8% |
| All | +415.7% | +20.9% | +394.8% | +301.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling