+400.7%
TXN vs HD
+208.4%
+192.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.5% | -0.1% |
| 7D | +2.0% | -3.9% | +5.9% | +4.4% |
| 30D | -8.0% | -13.1% | +5.2% | -0.1% |
| 3M | -7.8% | -3.4% | -4.3% | -6.6% |
| 6M | +32.4% | -12.6% | +45.0% | +41.9% |
| YTD | +51.7% | -9.2% | +60.9% | +58.3% |
| 1Y | +44.3% | -23.9% | +68.2% | +67.3% |
| 3Y | +71.3% | +0.4% | +70.8% | +63.9% |
| 5Y | +56.4% | +4.5% | +51.9% | +42.4% |
| All | +400.7% | +208.4% | +192.3% | +152.3% |
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