+24,087.2%
TXN vs ED
+2,513.4%
+21,573.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.4% | -4.2% | -3.2% |
| 7D | +9.5% | +2.1% | +7.4% | +8.8% |
| 30D | +8.7% | +10.4% | -1.7% | +5.4% |
| 3M | +11.6% | +12.5% | -1.0% | +7.4% |
| 6M | +0.1% | +14.9% | -14.8% | -4.7% |
| YTD | +78.8% | +24.8% | +54.0% | +65.9% |
| 1Y | +91.2% | +23.8% | +67.4% | +77.6% |
| 3Y | +125.8% | +51.6% | +74.2% | +93.3% |
| 5Y | +83.8% | +86.4% | -2.6% | +45.9% |
| 10Y | +469.9% | +145.4% | +324.4% | +301.6% |
| All | +24,087.2% | +2,513.4% | +21,573.8% | +6,474.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling