+468.5%
TXN vs ED
+147.1%
+321.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.4% | -4.2% | -3.1% |
| 7D | +9.5% | +2.1% | +7.4% | +9.0% |
| 30D | +8.7% | +10.4% | -1.7% | +6.2% |
| 3M | +11.6% | +12.5% | -1.0% | +8.4% |
| 6M | +0.1% | +14.9% | -14.8% | -3.6% |
| YTD | +78.8% | +24.8% | +54.0% | +68.5% |
| 1Y | +91.2% | +23.8% | +67.4% | +80.4% |
| 3Y | +125.8% | +51.6% | +74.2% | +96.7% |
| 5Y | +83.8% | +86.4% | -2.6% | +48.7% |
| All | +468.5% | +147.1% | +321.4% | +336.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling