+143.8%
TXN vs OPEN
-70.7%
+214.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.8% |
| 7D | -0.1% | -4.3% | +4.2% | +0.3% |
| 30D | -6.9% | -16.2% | +9.3% | -5.7% |
| 3M | -14.9% | -36.4% | +21.4% | -12.2% |
| 6M | +29.0% | -35.5% | +64.5% | +32.4% |
| YTD | +51.5% | -46.0% | +97.4% | +57.0% |
| 1Y | +41.6% | -47.1% | +88.7% | +42.0% |
| 3Y | +65.8% | -19.0% | +84.8% | +44.8% |
| 5Y | +56.8% | -83.6% | +140.4% | +43.4% |
| All | +143.8% | -70.7% | +214.5% | +106.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling