+6,192.4%
TXN vs DRI
+7,577.7%
-1,385.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.0% |
| 7D | -0.1% | +0.6% | -0.7% | -0.3% |
| 30D | -6.9% | +3.8% | -10.8% | -8.1% |
| 3M | -14.9% | +13.0% | -27.9% | -18.2% |
| 6M | +29.0% | +8.3% | +20.7% | +25.4% |
| YTD | +51.5% | +20.6% | +30.9% | +42.6% |
| 1Y | +41.6% | +6.5% | +35.1% | +37.6% |
| 3Y | +65.8% | +53.7% | +12.1% | +44.5% |
| 5Y | +56.8% | +72.7% | -15.9% | +31.4% |
| 10Y | +387.5% | +363.2% | +24.3% | +187.5% |
| All | +6,192.4% | +7,577.7% | -1,385.3% | +1,749.1% |
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