+419.8%
TXN vs NDAQ
+366.7%
+53.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.9% | +4.7% | +4.3% |
| 7D | +4.0% | -5.9% | +9.8% | +7.1% |
| 30D | -2.9% | -4.7% | +1.8% | -0.7% |
| 3M | -9.1% | +5.5% | -14.6% | -12.6% |
| 6M | +36.6% | +7.4% | +29.3% | +29.0% |
| YTD | +57.5% | -5.5% | +63.0% | +58.3% |
| 1Y | +49.5% | -3.7% | +53.2% | +48.4% |
| 3Y | +76.5% | +85.0% | -8.5% | +20.2% |
| 5Y | +62.4% | +49.0% | +13.4% | +22.4% |
| All | +419.8% | +366.7% | +53.1% | +116.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling