+41.6%
TXN vs JBL
+52.3%
-10.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.3% | +1.2% |
| 7D | -0.1% | +3.0% | -3.1% | -1.2% |
| 30D | -6.9% | -8.3% | +1.3% | -4.1% |
| 3M | -14.9% | -16.9% | +2.0% | -9.4% |
| 6M | +29.0% | +21.8% | +7.2% | +24.5% |
| YTD | +51.5% | +36.3% | +15.2% | +42.5% |
| 1Y | +41.6% | +49.5% | -7.9% | +28.9% |
| All | +41.6% | +52.3% | -10.8% | +28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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