+42.9%
TXN vs DOCS
-65.1%
+108.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.3% | +7.5% | -0.1% |
| 7D | +2.2% | -7.3% | +9.5% | +1.9% |
| 30D | -9.5% | -10.9% | +1.4% | -9.8% |
| 3M | -10.5% | +20.3% | -30.8% | -9.6% |
| 6M | +35.4% | -3.6% | +39.0% | +36.7% |
| YTD | +51.8% | -44.9% | +96.6% | +63.4% |
| 1Y | +42.9% | -64.9% | +107.8% | +72.0% |
| All | +42.9% | -65.1% | +108.1% | +72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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