+95.8%
TXN vs HD
-3.7%
+99.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.7% | +1.1% |
| 7D | +12.3% | -0.5% | +12.8% | +12.5% |
| 30D | +9.1% | +18.5% | -9.4% | +4.6% |
| 3M | +13.5% | +2.2% | +11.4% | +13.5% |
| 6M | +6.9% | +13.8% | -6.9% | +2.6% |
| YTD | +84.0% | +3.4% | +80.6% | +81.2% |
| 1Y | +95.8% | -3.5% | +99.3% | +95.9% |
| All | +95.8% | -3.7% | +99.5% | +95.9% |
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