+56.4%
TXN vs DOW
-36.0%
+92.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.3% |
| 7D | +2.0% | -2.4% | +4.3% | +2.7% |
| 30D | -8.0% | -4.1% | -3.9% | -6.8% |
| 3M | -7.8% | -12.4% | +4.7% | -4.0% |
| 6M | +32.4% | -10.6% | +43.0% | +33.1% |
| YTD | +51.7% | +31.1% | +20.6% | +26.9% |
| 1Y | +44.3% | +30.5% | +13.8% | +19.6% |
| 3Y | +71.3% | -34.4% | +105.7% | +94.1% |
| 5Y | +56.4% | -35.5% | +91.9% | +76.3% |
| All | +56.4% | -36.0% | +92.4% | +76.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 5y: compounded portfolio wealth divided by compounded DOW 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…
5y analysis · Full analysis span regression · 6 months rolling