+125.8%
TXN vs HAL
-5.8%
+131.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +3.1% | -6.0% | -3.7% |
| 7D | +9.5% | +6.1% | +3.4% | +7.6% |
| 30D | +8.7% | +2.9% | +5.8% | +7.8% |
| 3M | +11.6% | +3.3% | +8.2% | +10.3% |
| 6M | +0.1% | -16.9% | +17.0% | +5.0% |
| YTD | +78.8% | +21.2% | +57.6% | +64.5% |
| 1Y | +91.2% | +27.5% | +63.7% | +72.6% |
| 3Y | +125.8% | -6.4% | +132.3% | +107.5% |
| All | +125.8% | -5.8% | +131.6% | +107.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling