+1,016.7%
TXN vs PLUG
-99.1%
+1,115.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -9.0% | +10.6% | +2.4% |
| 7D | -3.8% | -3.2% | -0.6% | -3.6% |
| 30D | +6.4% | -18.7% | +25.2% | +8.3% |
| 3M | +7.7% | -35.3% | +43.0% | +11.6% |
| 6M | +5.5% | -56.2% | +61.7% | +12.6% |
| YTD | +77.0% | -30.7% | +107.7% | +79.4% |
| 1Y | +91.2% | -46.7% | +137.9% | +97.8% |
| 3Y | +121.5% | -61.3% | +182.9% | +114.6% |
| 5Y | +84.9% | -96.6% | +181.5% | +110.4% |
| 10Y | +469.9% | +1.1% | +468.8% | +338.7% |
| All | +1,016.7% | -99.1% | +1,115.9% | +668.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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