+41.5%
TXN vs PLTD
-77.8%
+119.3%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.6% | -2.8% | +2.2% |
| 7D | -0.1% | +5.9% | -6.0% | +0.5% |
| 30D | -6.9% | -11.6% | +4.7% | -7.8% |
| 3M | -14.9% | -29.9% | +15.0% | -16.7% |
| 6M | +29.0% | -28.5% | +57.5% | +26.7% |
| YTD | +51.5% | -20.4% | +71.9% | +52.1% |
| 1Y | +41.6% | -33.3% | +74.8% | +38.6% |
| All | +41.5% | -77.8% | +119.3% | +14.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling