+59.9%
TXN vs PWR
+448.6%
-388.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +1.7% |
| 7D | +2.7% | +2.7% | 0.0% | +1.6% |
| 30D | -6.7% | -5.1% | -1.6% | -5.0% |
| 3M | -8.9% | -9.4% | +0.5% | -5.8% |
| 6M | +34.7% | +10.4% | +24.3% | +29.5% |
| YTD | +53.3% | +48.6% | +4.7% | +31.7% |
| 1Y | +45.0% | +68.0% | -23.0% | +18.5% |
| 3Y | +73.1% | +204.7% | -131.6% | +6.5% |
| 5Y | +59.9% | +451.9% | -392.0% | -25.7% |
| All | +59.9% | +448.6% | -388.7% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 5y: compounded portfolio wealth divided by compounded PWR 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…
5y analysis · Full analysis span regression · 6 months rolling