+41.6%
TXN vs DRI
+6.9%
+34.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.9% |
| 7D | -0.1% | +0.6% | -0.7% | -0.2% |
| 30D | -6.9% | +3.8% | -10.8% | -7.6% |
| 3M | -14.9% | +13.0% | -27.9% | -17.4% |
| 6M | +29.0% | +8.3% | +20.7% | +26.4% |
| YTD | +51.5% | +20.6% | +30.9% | +43.1% |
| 1Y | +41.6% | +6.5% | +35.1% | +31.0% |
| All | +41.6% | +6.9% | +34.6% | +31.0% |
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