+56.6%
TXN vs MDLN
-7.1%
+63.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.4% | +3.4% | +3.8% |
| 7D | +4.0% | -11.1% | +15.1% | +3.3% |
| 30D | -2.9% | -8.4% | +5.5% | -3.3% |
| 3M | -9.1% | -12.4% | +3.3% | -9.3% |
| 6M | +36.6% | -23.3% | +59.9% | +34.8% |
| YTD | +57.5% | -22.5% | +80.0% | +54.4% |
| All | +56.6% | -7.1% | +63.6% | +53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 5y: compounded portfolio wealth divided by compounded MDLN 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…
5y analysis · Full analysis span regression · 6 months rolling