+41.6%
TXN vs ED
+12.4%
+29.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.3% | +3.2% | +1.5% |
| 7D | -0.1% | -0.2% | +0.1% | -0.1% |
| 30D | -6.9% | -0.1% | -6.8% | -6.9% |
| 3M | -14.9% | +3.9% | -18.9% | -15.5% |
| 6M | +29.0% | -3.0% | +32.0% | +28.3% |
| YTD | +51.5% | +10.7% | +40.8% | +53.1% |
| 1Y | +41.6% | +13.3% | +28.2% | +40.2% |
| All | +41.6% | +12.4% | +29.1% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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