+87.6%
TXN vs HD
+8.0%
+79.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.1% | +3.0% | +3.0% |
| 7D | -0.5% | -1.2% | +0.6% | +0.1% |
| 30D | +10.5% | +20.9% | -10.4% | +0.1% |
| 3M | +10.7% | -0.2% | +10.9% | +10.4% |
| 6M | +5.1% | +14.5% | -9.4% | -3.3% |
| YTD | +82.5% | +4.3% | +78.2% | +75.8% |
| 1Y | +98.2% | -3.5% | +101.7% | +98.9% |
| 3Y | +128.4% | +30.1% | +98.3% | +89.4% |
| All | +87.6% | +8.0% | +79.5% | +70.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling