+43.3%
TXN vs PLTD
-77.2%
+120.5%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.7% | +1.1% |
| 7D | +2.7% | -0.9% | +3.6% | +2.6% |
| 30D | -6.7% | +1.3% | -8.1% | -6.5% |
| 3M | -8.9% | -32.9% | +24.0% | -11.2% |
| 6M | +34.7% | -24.9% | +59.6% | +33.0% |
| YTD | +53.3% | -18.2% | +71.6% | +54.3% |
| 1Y | +45.0% | -28.7% | +73.7% | +43.3% |
| All | +43.3% | -77.2% | +120.5% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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