+71.3%
TXN vs DIS
+34.5%
+36.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | +2.2% | -1.1% | +3.3% | +2.6% |
| 30D | -9.5% | +0.1% | -9.6% | -9.7% |
| 3M | -10.5% | +7.1% | -17.6% | -13.3% |
| 6M | +35.4% | +4.3% | +31.1% | +32.0% |
| YTD | +51.8% | -6.9% | +58.7% | +54.4% |
| 1Y | +42.9% | -10.3% | +53.3% | +47.6% |
| 3Y | +71.3% | +32.8% | +38.5% | +47.8% |
| All | +71.3% | +34.5% | +36.8% | +47.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling