+6,383.9%
TXN vs MDY
+2,615.3%
+3,768.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +2.2% |
| 7D | +2.7% | -0.8% | +3.4% | +3.5% |
| 30D | -6.7% | -3.9% | -2.9% | -2.6% |
| 3M | -8.9% | 0.0% | -8.9% | -8.4% |
| 6M | +34.7% | +8.5% | +26.1% | +24.3% |
| YTD | +53.3% | +13.2% | +40.1% | +34.9% |
| 1Y | +45.0% | +15.0% | +30.0% | +25.5% |
| 3Y | +73.1% | +49.6% | +23.5% | +13.3% |
| 5Y | +59.9% | +46.0% | +13.9% | +6.0% |
| 10Y | +415.7% | +176.4% | +239.3% | +61.8% |
| All | +6,383.9% | +2,615.3% | +3,768.7% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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