+49.5%
TXN vs HD
-23.6%
+73.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.0% | +2.8% | +3.5% |
| 7D | +4.0% | -3.8% | +7.8% | +5.1% |
| 30D | -2.9% | -9.4% | +6.6% | -0.1% |
| 3M | -9.1% | -4.6% | -4.5% | -8.4% |
| 6M | +36.6% | -10.1% | +46.7% | +40.4% |
| YTD | +57.5% | -8.3% | +65.8% | +59.6% |
| 1Y | +49.5% | -25.0% | +74.5% | +57.9% |
| All | +49.5% | -23.6% | +73.2% | +57.9% |
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