+44.3%
TXN vs W
+13.1%
+31.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.7% | +1.6% | -0.8% |
| 7D | +2.0% | +0.5% | +1.5% | +1.9% |
| 30D | -8.0% | -5.6% | -2.4% | -7.5% |
| 3M | -7.8% | +41.9% | -49.7% | -10.4% |
| 6M | +32.4% | +30.2% | +2.2% | +28.3% |
| YTD | +51.7% | -2.9% | +54.6% | +48.1% |
| 1Y | +44.3% | +11.6% | +32.7% | +38.4% |
| All | +44.3% | +13.1% | +31.2% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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