+49.5%
TXN vs QID
-34.8%
+84.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.8% | +5.6% | +2.8% |
| 7D | +4.0% | +1.3% | +2.7% | +4.7% |
| 30D | -2.9% | +2.9% | -5.8% | -1.0% |
| 3M | -9.1% | -0.7% | -8.4% | -6.6% |
| 6M | +36.6% | -29.7% | +66.3% | +24.8% |
| YTD | +57.5% | -27.9% | +85.4% | +46.0% |
| 1Y | +49.5% | -34.6% | +84.1% | +35.0% |
| All | +49.5% | -34.8% | +84.3% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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