+20,389.3%
TXN vs HD
+31,989.9%
-11,600.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.4% |
| 7D | -0.1% | -2.1% | +2.0% | +0.9% |
| 30D | -6.9% | -8.4% | +1.5% | -3.0% |
| 3M | -14.9% | +4.3% | -19.3% | -17.1% |
| 6M | +29.0% | -11.1% | +40.1% | +35.4% |
| YTD | +51.5% | -4.7% | +56.1% | +53.4% |
| 1Y | +41.6% | -19.8% | +61.4% | +55.2% |
| 3Y | +65.8% | +4.1% | +61.7% | +59.3% |
| 5Y | +56.8% | +10.3% | +46.5% | +44.8% |
| 10Y | +387.5% | +203.2% | +184.3% | +179.1% |
| All | +20,389.3% | +31,989.9% | -11,600.5% | +1,405.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling