+7,545.2%
TXN vs DRI
+8,033.5%
-488.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.3% | +1.0% |
| 7D | +12.3% | -0.3% | +12.7% | +12.5% |
| 30D | +9.1% | +10.8% | -1.8% | +5.9% |
| 3M | +13.5% | +0.9% | +12.6% | +12.9% |
| 6M | +6.9% | +16.3% | -9.4% | +1.7% |
| YTD | +84.0% | +27.8% | +56.3% | +70.1% |
| 1Y | +95.8% | +33.9% | +61.9% | +78.5% |
| 3Y | +130.3% | +67.2% | +63.2% | +95.7% |
| 5Y | +89.2% | +79.0% | +10.2% | +56.7% |
| 10Y | +486.5% | +332.2% | +154.3% | +251.8% |
| All | +7,545.2% | +8,033.5% | -488.2% | +2,105.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling