+71.9%
TXN vs OPEN
-21.9%
+93.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.3% | +3.3% | +1.2% |
| 7D | +2.7% | -2.9% | +5.6% | +2.8% |
| 30D | -6.7% | -13.8% | +7.1% | -6.0% |
| 3M | -8.9% | -30.9% | +22.0% | -7.2% |
| 6M | +34.7% | -40.9% | +75.6% | +37.8% |
| YTD | +53.3% | -48.5% | +101.9% | +57.7% |
| 1Y | +45.0% | -50.9% | +95.9% | +46.5% |
| All | +71.9% | -21.9% | +93.8% | +55.7% |
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