+71.3%
TXN vs HD
+3.5%
+67.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +1.3% |
| 7D | +2.2% | -1.2% | +3.4% | +2.8% |
| 30D | -9.5% | -11.1% | +1.6% | -4.4% |
| 3M | -10.5% | +2.0% | -12.6% | -12.3% |
| 6M | +35.4% | -10.5% | +45.8% | +41.9% |
| YTD | +51.8% | -6.9% | +58.6% | +55.0% |
| 1Y | +42.9% | -23.2% | +66.1% | +62.7% |
| 3Y | +71.3% | +3.1% | +68.3% | +62.4% |
| All | +71.3% | +3.5% | +67.9% | +62.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling