+41.6%
TXN vs NU
+3.6%
+38.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.0% | +3.8% | +2.1% |
| 7D | -0.1% | +7.5% | -7.6% | -1.0% |
| 30D | -6.9% | +6.1% | -13.1% | -7.7% |
| 3M | -14.9% | +26.8% | -41.8% | -17.2% |
| 6M | +29.0% | +2.5% | +26.5% | +28.8% |
| YTD | +51.5% | -8.2% | +59.7% | +53.7% |
| 1Y | +41.6% | +3.4% | +38.2% | +37.7% |
| All | +41.6% | +3.6% | +38.0% | +37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 1y: compounded portfolio wealth divided by compounded NU 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…
1y analysis · Full analysis span regression · 6 months rolling