+232.8%
TXN vs NVT
+694.8%
-462.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.1% | -0.2% |
| 7D | +2.0% | +2.0% | -0.1% | +1.0% |
| 30D | -8.0% | -7.2% | -0.8% | -5.3% |
| 3M | -7.8% | -0.9% | -6.9% | -7.7% |
| 6M | +32.4% | +42.6% | -10.2% | +13.6% |
| YTD | +51.7% | +52.9% | -1.2% | +26.1% |
| 1Y | +44.3% | +64.5% | -20.2% | +15.4% |
| 3Y | +71.3% | +178.0% | -106.7% | +4.0% |
| 5Y | +56.4% | +402.8% | -346.4% | -27.4% |
| All | +232.8% | +694.8% | -462.0% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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