+68.3%
TXN vs DOCN
+171.0%
-102.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.8% | -1.0% | +1.3% |
| 7D | -0.1% | +1.1% | -1.2% | -0.3% |
| 30D | -6.9% | -9.6% | +2.7% | -5.7% |
| 3M | -14.9% | -37.7% | +22.8% | -9.0% |
| 6M | +29.0% | +115.2% | -86.2% | +8.6% |
| YTD | +51.5% | +133.7% | -82.3% | +24.5% |
| 1Y | +41.6% | +250.2% | -208.6% | +7.0% |
| 3Y | +65.8% | +320.3% | -254.5% | +16.5% |
| 5Y | +56.8% | +53.1% | +3.7% | +17.6% |
| All | +68.3% | +171.0% | -102.7% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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