+59.1%
TXN vs NU
+30.0%
+29.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.7% | +6.5% | +4.2% |
| 7D | +4.0% | -4.9% | +8.8% | +4.7% |
| 30D | -2.9% | +7.8% | -10.7% | -4.1% |
| 3M | -9.1% | +20.9% | -30.0% | -11.8% |
| 6M | +36.6% | +0.9% | +35.7% | +35.7% |
| YTD | +57.5% | -12.7% | +70.1% | +59.4% |
| 1Y | +49.5% | -6.4% | +55.9% | +49.6% |
| 3Y | +76.5% | +98.1% | -21.6% | +56.1% |
| All | +59.1% | +30.0% | +29.1% | +38.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling