+44.3%
TXN vs EXPE
+28.4%
+15.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.6% | -1.0% |
| 7D | +2.0% | -8.7% | +10.6% | +1.6% |
| 30D | -8.0% | -13.6% | +5.7% | -8.5% |
| 3M | -7.8% | +26.6% | -34.4% | -7.6% |
| 6M | +32.4% | +19.9% | +12.5% | +31.3% |
| YTD | +51.7% | -1.7% | +53.4% | +54.2% |
| 1Y | +44.3% | +29.4% | +14.9% | +43.7% |
| All | +44.3% | +28.4% | +15.9% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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