+7.0%
WMT vs TXN
+44.3%
-37.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.2% |
| 7D | +3.9% | -0.1% | +4.0% | +3.9% |
| 30D | -4.4% | -6.9% | +2.5% | -4.3% |
| 3M | -8.8% | -14.9% | +6.1% | -8.6% |
| 6M | -15.6% | +29.0% | -44.6% | -18.4% |
| YTD | -3.2% | +51.5% | -54.7% | -6.0% |
| 1Y | +7.0% | +41.6% | -34.5% | +5.6% |
| All | +7.0% | +44.3% | -37.2% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TXN.
Daily Out/Under-Performance
Portfolio return minus TXN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXN 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 TXN 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