+23,841.8%
TXN vs DIS
+1,719.6%
+22,122.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | -3.8% | +4.4% | -8.2% | -5.7% |
| 30D | +6.4% | +10.3% | -3.9% | +1.7% |
| 3M | +7.7% | +15.5% | -7.9% | +0.2% |
| 6M | +5.5% | +11.2% | -5.7% | -0.9% |
| YTD | +77.0% | +5.6% | +71.4% | +68.9% |
| 1Y | +91.2% | +7.7% | +83.5% | +80.2% |
| 3Y | +121.5% | +39.3% | +82.2% | +81.9% |
| 5Y | +84.9% | -29.5% | +114.4% | +102.7% |
| 10Y | +469.9% | +36.3% | +433.6% | +331.4% |
| All | +23,841.8% | +1,719.6% | +22,122.2% | +4,620.6% |
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