+99.7%
TXN vs DRI
+34.0%
+65.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.1% | -5.4% | -0.9% |
| 7D | +1.0% | +6.5% | -5.5% | +0.2% |
| 30D | +6.1% | +16.4% | -10.3% | +3.9% |
| 3M | +10.4% | +13.6% | -3.3% | +7.9% |
| 6M | +12.6% | +22.0% | -9.4% | +7.3% |
| YTD | +83.5% | +29.3% | +54.2% | +66.8% |
| 1Y | +99.7% | +32.0% | +67.7% | +79.3% |
| All | +99.7% | +34.0% | +65.7% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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