+20,639.1%
TXN vs GWW
+13,989.5%
+6,649.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +1.4% |
| 7D | +2.7% | -0.5% | +3.1% | +2.8% |
| 30D | -6.7% | -1.4% | -5.3% | -6.2% |
| 3M | -8.9% | -3.6% | -5.3% | -7.6% |
| 6M | +34.7% | +15.1% | +19.6% | +25.6% |
| YTD | +53.3% | +27.5% | +25.8% | +35.9% |
| 1Y | +45.0% | +29.6% | +15.4% | +27.5% |
| 3Y | +73.1% | +90.1% | -17.0% | +25.8% |
| 5Y | +59.9% | +222.6% | -162.7% | -10.9% |
| 10Y | +415.7% | +566.5% | -150.8% | +88.5% |
| All | +20,639.1% | +13,989.5% | +6,649.6% | +1,749.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling