+41.6%
TXN vs HD
-19.2%
+60.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.6% |
| 7D | -0.1% | -2.1% | +2.0% | +0.5% |
| 30D | -6.9% | -8.4% | +1.5% | -4.6% |
| 3M | -14.9% | +4.3% | -19.3% | -16.7% |
| 6M | +29.0% | -11.1% | +40.1% | +32.5% |
| YTD | +51.5% | -4.7% | +56.1% | +51.9% |
| 1Y | +41.6% | -19.8% | +61.4% | +44.9% |
| All | +41.6% | -19.2% | +60.7% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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