+247.7%
TXN vs SE
+589.8%
-342.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +2.0% |
| 7D | -0.1% | -6.1% | +6.0% | +1.0% |
| 30D | -6.9% | -2.5% | -4.5% | -6.8% |
| 3M | -14.9% | +21.7% | -36.7% | -18.3% |
| 6M | +29.0% | +27.0% | +2.0% | +22.0% |
| YTD | +51.5% | -12.1% | +63.6% | +52.3% |
| 1Y | +41.6% | -40.9% | +82.5% | +52.2% |
| 3Y | +65.8% | +191.0% | -125.2% | +30.0% |
| 5Y | +56.8% | -68.3% | +125.1% | +71.0% |
| All | +247.7% | +589.8% | -342.0% | +94.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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