+41.6%
TXN vs JD
-5.6%
+47.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | -0.1% | +1.5% |
| 7D | -0.1% | -1.7% | +1.6% | +0.2% |
| 30D | -6.9% | -13.2% | +6.2% | -4.6% |
| 3M | -14.9% | -3.2% | -11.7% | -14.8% |
| 6M | +29.0% | +15.2% | +13.8% | +24.0% |
| YTD | +51.5% | +2.0% | +49.5% | +49.7% |
| 1Y | +41.6% | -5.4% | +46.9% | +45.7% |
| All | +41.6% | -5.6% | +47.2% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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