+53.3%
TXN vs NU
+36.3%
+17.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.4% | +0.2% |
| 7D | +2.2% | +6.0% | -3.8% | +1.3% |
| 30D | -9.5% | +10.8% | -20.3% | -11.0% |
| 3M | -10.5% | +32.2% | -42.7% | -14.3% |
| 6M | +35.4% | +5.1% | +30.2% | +33.6% |
| YTD | +51.8% | -8.4% | +60.2% | +52.6% |
| 1Y | +42.9% | +0.7% | +42.2% | +41.5% |
| 3Y | +71.3% | +125.1% | -53.8% | +48.9% |
| All | +53.3% | +36.3% | +17.0% | +32.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling