+419.8%
TXN vs O
+54.0%
+365.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.1% | +3.9% | +3.9% |
| 7D | +4.0% | -2.9% | +6.8% | +5.0% |
| 30D | -2.9% | -4.5% | +1.7% | -1.4% |
| 3M | -9.1% | -2.6% | -6.5% | -8.7% |
| 6M | +36.6% | -5.6% | +42.3% | +38.7% |
| YTD | +57.5% | +9.3% | +48.2% | +51.5% |
| 1Y | +49.5% | +4.3% | +45.2% | +46.2% |
| 3Y | +76.5% | +27.4% | +49.1% | +58.8% |
| 5Y | +62.4% | +17.1% | +45.3% | +50.2% |
| All | +419.8% | +54.0% | +365.7% | +322.8% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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