+1,257.6%
TXN vs HDB
+3,812.1%
-2,554.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.9% |
| 7D | -0.1% | +0.4% | -0.5% | -0.2% |
| 30D | -6.9% | -2.8% | -4.1% | -6.3% |
| 3M | -14.9% | -3.5% | -11.4% | -14.5% |
| 6M | +29.0% | -24.7% | +53.7% | +38.5% |
| YTD | +51.5% | -36.6% | +88.0% | +70.5% |
| 1Y | +41.6% | -34.4% | +75.9% | +57.5% |
| 3Y | +65.8% | -24.4% | +90.2% | +74.2% |
| 5Y | +56.8% | -35.4% | +92.2% | +69.9% |
| 10Y | +387.5% | +39.5% | +347.9% | +311.3% |
| All | +1,257.6% | +3,812.1% | -2,554.6% | +365.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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