+419.8%
TXN vs EQT
+50.4%
+369.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.6% | +5.4% | +4.0% |
| 7D | +4.0% | -2.0% | +6.0% | +4.2% |
| 30D | -2.9% | 0.0% | -2.9% | -2.9% |
| 3M | -9.1% | +5.9% | -15.0% | -10.0% |
| 6M | +36.6% | -14.8% | +51.4% | +39.3% |
| YTD | +57.5% | +1.8% | +55.7% | +56.2% |
| 1Y | +49.5% | +7.4% | +42.2% | +47.0% |
| 3Y | +76.5% | +33.6% | +42.9% | +66.6% |
| 5Y | +62.4% | +199.3% | -136.9% | +35.2% |
| All | +419.8% | +50.4% | +369.4% | +315.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 10y: compounded portfolio wealth divided by compounded EQT 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…
10y analysis · Full analysis span regression · 6 months rolling