+32.4%
TXN vs XLK
+32.8%
-0.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.4% | +0.2% |
| 7D | +2.0% | -0.4% | +2.4% | +2.3% |
| 30D | -8.0% | -0.5% | -7.5% | -7.6% |
| 3M | -7.8% | +5.0% | -12.7% | -9.4% |
| 6M | +32.4% | +32.9% | -0.4% | +13.9% |
| All | +32.4% | +32.8% | -0.4% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 6mo: compounded portfolio wealth divided by compounded XLK 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…
6mo analysis · Full analysis span regression · 6 months rolling