+53.7%
TXN vs EQT
+197.4%
-143.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.2% |
| 7D | +2.0% | -1.2% | +3.1% | +2.2% |
| 30D | -8.0% | +1.1% | -9.1% | -8.2% |
| 3M | -7.8% | +4.8% | -12.5% | -8.7% |
| 6M | +32.4% | -10.6% | +43.0% | +34.6% |
| YTD | +51.7% | +3.4% | +48.3% | +49.7% |
| 1Y | +44.3% | +8.7% | +35.6% | +40.9% |
| 3Y | +71.3% | +35.0% | +36.3% | +58.8% |
| All | +53.7% | +197.4% | -143.6% | +28.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling