+20,389.3%
TXN vs TECH
+101,053.9%
-80,664.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -0.1% | +0.1% | -0.2% | -0.1% |
| 30D | -6.9% | +0.7% | -7.7% | -7.1% |
| 3M | -14.9% | +36.3% | -51.3% | -21.1% |
| 6M | +29.0% | +25.6% | +3.4% | +19.9% |
| YTD | +51.5% | +23.7% | +27.8% | +40.6% |
| 1Y | +41.6% | +37.6% | +3.9% | +27.5% |
| 3Y | +65.8% | -6.6% | +72.4% | +60.3% |
| 5Y | +56.8% | -42.2% | +99.0% | +66.8% |
| 10Y | +387.5% | +187.6% | +199.9% | +264.2% |
| All | +20,389.3% | +101,053.9% | -80,664.5% | +10,806.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling