+91.2%
TXN vs ED
+24.8%
+66.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.4% | -4.2% | -2.3% |
| 7D | +9.5% | +2.1% | +7.4% | +10.3% |
| 30D | +8.7% | +10.4% | -1.7% | +12.3% |
| 3M | +11.6% | +12.5% | -1.0% | +16.0% |
| 6M | +0.1% | +14.9% | -14.8% | +3.7% |
| YTD | +78.8% | +24.8% | +54.0% | +92.2% |
| 1Y | +91.2% | +23.8% | +67.4% | +105.0% |
| All | +91.2% | +24.8% | +66.5% | +105.0% |
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