+24,581.9%
TXN vs DIS
+1,726.3%
+22,855.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.7% | +2.9% |
| 7D | -0.5% | +0.6% | -1.1% | -0.7% |
| 30D | +10.5% | +10.3% | +0.2% | +5.6% |
| 3M | +10.7% | +15.6% | -4.9% | +3.0% |
| 6M | +5.1% | +15.1% | -10.0% | -2.8% |
| YTD | +82.5% | +6.0% | +76.5% | +73.9% |
| 1Y | +98.2% | +5.7% | +92.5% | +88.5% |
| 3Y | +128.4% | +39.8% | +88.6% | +87.2% |
| 5Y | +89.0% | -23.9% | +112.9% | +100.2% |
| 10Y | +481.5% | +32.9% | +448.6% | +345.5% |
| All | +24,581.9% | +1,726.3% | +22,855.6% | +4,758.5% |
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