+41.6%
TXN vs PL
+176.6%
-135.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.3% | +3.1% | +1.9% |
| 7D | -0.1% | -9.3% | +9.2% | +0.5% |
| 30D | -6.9% | -18.9% | +12.0% | -5.8% |
| 3M | -14.9% | -58.4% | +43.4% | -11.8% |
| 6M | +29.0% | -30.3% | +59.3% | +33.8% |
| YTD | +51.5% | -8.1% | +59.6% | +56.4% |
| 1Y | +41.6% | +180.5% | -138.9% | +46.9% |
| All | +41.6% | +176.6% | -135.1% | +46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 1y: compounded portfolio wealth divided by compounded PL 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…
1y analysis · Full analysis span regression · 6 months rolling