+49.5%
TXN vs EFX
-30.9%
+80.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.6% | +3.2% | +3.9% |
| 7D | +4.0% | -4.5% | +8.5% | +3.2% |
| 30D | -2.9% | -6.1% | +3.2% | -3.7% |
| 3M | -9.1% | +6.2% | -15.3% | -8.0% |
| 6M | +36.6% | -11.2% | +47.8% | +38.2% |
| YTD | +57.5% | -21.4% | +78.9% | +60.1% |
| 1Y | +49.5% | -34.3% | +83.8% | +52.1% |
| All | +49.5% | -30.9% | +80.4% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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