+20,389.4%
TXN vs DIS
+1,507.4%
+18,881.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.5% | +2.6% |
| 7D | -0.1% | -2.6% | +2.5% | +1.1% |
| 30D | -6.9% | +3.5% | -10.4% | -8.7% |
| 3M | -14.9% | +6.8% | -21.8% | -18.2% |
| 6M | +29.0% | +3.0% | +26.0% | +25.7% |
| YTD | +51.5% | -6.7% | +58.2% | +53.5% |
| 1Y | +41.6% | -10.1% | +51.6% | +45.5% |
| 3Y | +65.8% | +33.0% | +32.8% | +38.7% |
| 5Y | +56.8% | -40.0% | +96.8% | +85.4% |
| 10Y | +387.5% | +21.1% | +366.4% | +290.7% |
| All | +20,389.4% | +1,507.4% | +18,881.9% | +4,189.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling