+485.1%
TXN vs HD
+240.6%
+244.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.7% | +1.4% |
| 7D | +12.3% | -0.5% | +12.8% | +12.7% |
| 30D | +9.1% | +18.5% | -9.4% | -1.8% |
| 3M | +13.5% | +2.2% | +11.4% | +11.3% |
| 6M | +6.9% | +13.8% | -6.9% | -2.7% |
| YTD | +84.0% | +3.4% | +80.6% | +76.7% |
| 1Y | +95.8% | -3.5% | +99.3% | +95.5% |
| 3Y | +130.3% | +29.0% | +101.4% | +87.8% |
| 5Y | +89.2% | +6.1% | +83.1% | +71.3% |
| All | +485.1% | +240.6% | +244.5% | +175.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling