+419.8%
TXN vs HAL
+4.5%
+415.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.6% | +4.5% | +4.0% |
| 7D | +4.0% | -3.3% | +7.3% | +4.8% |
| 30D | -2.9% | +8.2% | -11.0% | -4.7% |
| 3M | -9.1% | -9.4% | +0.3% | -7.3% |
| 6M | +36.6% | +0.6% | +36.0% | +35.4% |
| YTD | +57.5% | +28.6% | +28.9% | +46.3% |
| 1Y | +49.5% | +63.9% | -14.4% | +30.1% |
| 3Y | +76.5% | -7.1% | +83.7% | +72.5% |
| 5Y | +62.4% | +102.3% | -39.9% | +25.5% |
| All | +419.8% | +4.5% | +415.3% | +308.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 10y: compounded portfolio wealth divided by compounded HAL 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…
10y analysis · Full analysis span regression · 6 months rolling