+419.8%
TXN vs ON
+655.4%
-235.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +8.5% | -4.7% | +0.1% |
| 7D | +4.0% | +2.4% | +1.6% | +2.8% |
| 30D | -2.9% | -8.6% | +5.8% | +0.9% |
| 3M | -9.1% | -34.3% | +25.2% | +7.1% |
| 6M | +36.6% | +28.5% | +8.1% | +20.4% |
| YTD | +57.5% | +40.6% | +16.9% | +33.1% |
| 1Y | +49.5% | +55.3% | -5.8% | +20.3% |
| 3Y | +76.5% | -22.2% | +98.7% | +75.1% |
| 5Y | +62.4% | +62.4% | 0.0% | +10.5% |
| All | +419.8% | +655.4% | -235.6% | +80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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