+91.2%
TXN vs DOC
+21.6%
+69.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.7% | -2.8% |
| 7D | +9.5% | -0.9% | +10.3% | +9.5% |
| 30D | +8.7% | +7.7% | +1.0% | +8.7% |
| 3M | +11.6% | -2.0% | +13.6% | +11.7% |
| 6M | +0.1% | +5.9% | -5.8% | -0.8% |
| YTD | +78.8% | +31.8% | +47.0% | +71.2% |
| 1Y | +91.2% | +22.5% | +68.7% | +84.9% |
| All | +91.2% | +21.6% | +69.6% | +84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 1y: compounded portfolio wealth divided by compounded DOC 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…
1y analysis · Full analysis span regression · 6 months rolling