+125.8%
TXN vs NDAQ
+117.7%
+8.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.7% | -2.8% |
| 7D | +9.5% | +1.3% | +8.2% | +9.0% |
| 30D | +8.7% | +18.0% | -9.2% | +2.7% |
| 3M | +11.6% | +11.5% | +0.1% | +7.4% |
| 6M | +0.1% | +21.1% | -21.0% | -7.3% |
| YTD | +78.8% | +12.8% | +66.0% | +71.5% |
| 1Y | +91.2% | +25.7% | +65.5% | +70.5% |
| 3Y | +125.8% | +116.8% | +9.0% | +51.8% |
| All | +125.8% | +117.7% | +8.1% | +51.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling