+99.7%
TXN vs GWW
+55.5%
+44.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.5% | -6.9% | -2.8% |
| 7D | +1.0% | +11.1% | -10.1% | -3.1% |
| 30D | +6.1% | +15.7% | -9.6% | 0.0% |
| 3M | +10.4% | +14.8% | -4.4% | +4.2% |
| 6M | +12.6% | +30.9% | -18.3% | -2.0% |
| YTD | +83.5% | +48.5% | +35.0% | +44.9% |
| 1Y | +99.7% | +57.1% | +42.6% | +51.3% |
| All | +99.7% | +55.5% | +44.3% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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