+41.6%
TXN vs HAS
+20.3%
+21.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.0% |
| 7D | -0.1% | -1.8% | +1.7% | +0.6% |
| 30D | -6.9% | +2.3% | -9.2% | -7.9% |
| 3M | -14.9% | +10.4% | -25.3% | -18.6% |
| 6M | +29.0% | -3.2% | +32.2% | +28.8% |
| YTD | +51.5% | +15.4% | +36.1% | +39.0% |
| 1Y | +41.6% | +18.8% | +22.8% | +26.5% |
| All | +41.6% | +20.3% | +21.2% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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