+63.3%
TXN vs NXT
+178.8%
-115.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.6% | +1.6% |
| 7D | -0.1% | -1.1% | +1.0% | +0.1% |
| 30D | -6.9% | -15.3% | +8.4% | -4.2% |
| 3M | -14.9% | -43.8% | +28.9% | -6.3% |
| 6M | +29.0% | -18.7% | +47.7% | +33.4% |
| YTD | +51.5% | -3.0% | +54.5% | +52.5% |
| 1Y | +41.6% | +22.7% | +18.8% | +36.8% |
| 3Y | +65.8% | +95.9% | -30.1% | +43.1% |
| All | +63.3% | +178.8% | -115.5% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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