+71.9%
TXN vs TECH
+1.4%
+70.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | +2.7% | -0.1% | +2.7% | +2.7% |
| 30D | -6.7% | +0.3% | -7.0% | -6.8% |
| 3M | -8.9% | +32.9% | -41.8% | -14.4% |
| 6M | +34.7% | +32.1% | +2.6% | +24.3% |
| YTD | +53.3% | +23.4% | +29.9% | +43.2% |
| 1Y | +45.0% | +34.1% | +11.0% | +30.8% |
| All | +71.9% | +1.4% | +70.5% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 3y: compounded portfolio wealth divided by compounded TECH 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…
3y analysis · Full analysis span regression · 6 months rolling