+144.2%
TXN vs OPEN
-74.0%
+218.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.7% | +5.6% | -0.5% |
| 7D | +2.0% | -10.5% | +12.5% | +2.8% |
| 30D | -8.0% | -21.8% | +13.8% | -6.3% |
| 3M | -7.8% | -37.5% | +29.7% | -4.6% |
| 6M | +32.4% | -44.1% | +76.5% | +37.5% |
| YTD | +51.7% | -52.0% | +103.7% | +58.7% |
| 1Y | +44.3% | -52.2% | +96.5% | +46.0% |
| 3Y | +71.3% | -25.9% | +97.2% | +50.5% |
| 5Y | +56.4% | -85.1% | +141.5% | +44.0% |
| All | +144.2% | -74.0% | +218.1% | +108.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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