+58.1%
TXN vs HAL
+108.8%
-50.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.8% |
| 7D | +2.7% | -1.3% | +4.0% | +3.0% |
| 30D | -6.7% | +10.9% | -17.6% | -8.9% |
| 3M | -8.9% | -5.8% | -3.1% | -8.0% |
| 6M | +34.7% | +8.1% | +26.6% | +31.5% |
| YTD | +53.3% | +33.2% | +20.1% | +41.8% |
| 1Y | +45.0% | +74.2% | -29.1% | +24.9% |
| 3Y | +73.1% | -3.7% | +76.8% | +64.0% |
| All | +58.1% | +108.8% | -50.7% | +25.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling