+419.8%
TXN vs ED
+108.5%
+311.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.3% | +4.1% | +3.9% |
| 7D | +4.0% | -0.8% | +4.7% | +4.2% |
| 30D | -2.9% | -0.4% | -2.4% | -2.8% |
| 3M | -9.1% | +0.5% | -9.6% | -9.5% |
| 6M | +36.6% | -3.1% | +39.8% | +37.1% |
| YTD | +57.5% | +9.8% | +47.7% | +53.0% |
| 1Y | +49.5% | +12.6% | +36.9% | +44.1% |
| 3Y | +76.5% | +31.4% | +45.1% | +59.3% |
| 5Y | +62.4% | +69.4% | -7.0% | +34.1% |
| All | +419.8% | +108.5% | +311.3% | +314.4% |
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