+75.6%
TXN vs DOCS
-49.1%
+124.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | -0.4% |
| 7D | -7.8% | -0.8% | -7.0% | -7.8% |
| 30D | -3.6% | +17.4% | -21.0% | -2.5% |
| 3M | +0.1% | +57.4% | -57.2% | +3.3% |
| 6M | -3.2% | +26.5% | -29.8% | -0.8% |
| YTD | +63.4% | -26.6% | +89.9% | +75.4% |
| 1Y | +75.6% | -48.1% | +123.7% | +99.3% |
| All | +75.6% | -49.1% | +124.8% | +99.3% |
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