+49.5%
TXN vs EW
+7.8%
+41.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.8% | +6.6% | +3.9% |
| 7D | +4.0% | -6.2% | +10.1% | +4.2% |
| 30D | -2.9% | -9.3% | +6.5% | -2.5% |
| 3M | -9.1% | -1.6% | -7.5% | -9.4% |
| 6M | +36.6% | -0.8% | +37.5% | +36.7% |
| YTD | +57.5% | -1.0% | +58.5% | +57.2% |
| 1Y | +49.5% | +8.2% | +41.4% | +49.3% |
| All | +49.5% | +7.8% | +41.7% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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