+125.8%
TXN vs OPEN
-42.5%
+168.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.6% | +0.8% | -2.6% |
| 7D | +9.5% | -15.0% | +24.5% | +10.4% |
| 30D | +8.7% | -40.2% | +48.9% | +11.4% |
| 3M | +11.6% | -67.4% | +79.0% | +17.9% |
| 6M | +0.1% | -74.0% | +74.1% | +6.8% |
| YTD | +78.8% | -79.6% | +158.4% | +92.2% |
| 1Y | +91.2% | -86.1% | +177.3% | +108.9% |
| 3Y | +125.8% | -41.4% | +167.2% | +105.8% |
| All | +125.8% | -42.5% | +168.3% | +105.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling