+84.6%
TXN vs TECH
-41.0%
+125.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.1% | -2.9% | -2.9% |
| 7D | +9.5% | +0.1% | +9.3% | +9.4% |
| 30D | +8.7% | +0.5% | +8.2% | +8.6% |
| 3M | +11.6% | +1.1% | +10.5% | +11.3% |
| 6M | +0.1% | +62.8% | -62.7% | -12.8% |
| YTD | +78.8% | +24.5% | +54.3% | +63.3% |
| 1Y | +91.2% | +20.6% | +70.6% | +76.3% |
| 3Y | +125.8% | +29.5% | +96.4% | +92.3% |
| All | +84.6% | -41.0% | +125.6% | +100.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling