+56.7%
TXN vs Q
+75.4%
-18.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.7% | -0.4% |
| 7D | +2.0% | +4.1% | -2.1% | +0.3% |
| 30D | -8.0% | -10.7% | +2.8% | -3.8% |
| 3M | -7.8% | -11.7% | +3.9% | -2.2% |
| 6M | +32.4% | +8.3% | +24.1% | +31.8% |
| YTD | +51.7% | +51.3% | +0.4% | +39.4% |
| All | +56.7% | +75.4% | -18.6% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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