+83.1%
TXN vs KVUE
-20.4%
+103.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.1% | +3.9% | +3.8% |
| 7D | +4.0% | -5.1% | +9.1% | +4.5% |
| 30D | -2.9% | -6.3% | +3.5% | -2.2% |
| 3M | -9.1% | -0.5% | -8.6% | -9.3% |
| 6M | +36.6% | +3.1% | +33.5% | +35.6% |
| YTD | +57.5% | +6.7% | +50.8% | +55.6% |
| 1Y | +49.5% | -1.1% | +50.7% | +49.5% |
| 3Y | +76.5% | -8.7% | +85.3% | +77.7% |
| All | +83.1% | -20.4% | +103.5% | +90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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