+57.2%
TXN vs NET
+112.9%
-55.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.0% | +3.8% | +2.1% |
| 7D | -0.1% | -7.0% | +6.9% | +0.9% |
| 30D | -6.9% | -4.8% | -2.1% | -6.5% |
| 3M | -14.9% | +3.8% | -18.8% | -15.7% |
| 6M | +29.0% | +50.0% | -21.0% | +19.0% |
| YTD | +51.5% | +41.5% | +10.0% | +39.8% |
| 1Y | +41.6% | +32.8% | +8.7% | +31.4% |
| 3Y | +65.8% | +335.9% | -270.1% | +23.1% |
| All | +57.2% | +112.9% | -55.7% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 NET 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