+56.4%
TXN vs NDAQ
+48.4%
+8.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.3% | -0.1% |
| 7D | +2.0% | -6.8% | +8.8% | +5.0% |
| 30D | -8.0% | -3.2% | -4.8% | -6.9% |
| 3M | -7.8% | +6.5% | -14.2% | -11.1% |
| 6M | +32.4% | +5.7% | +26.7% | +27.0% |
| YTD | +51.7% | -4.6% | +56.3% | +52.7% |
| 1Y | +44.3% | -1.6% | +45.9% | +42.4% |
| 3Y | +71.3% | +86.4% | -15.2% | +20.7% |
| 5Y | +56.4% | +50.3% | +6.1% | +17.5% |
| All | +56.4% | +48.4% | +8.1% | +17.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling