+27.6%
TXG vs AEE
+72.1%
-44.5%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +2.7% |
| 7D | +9.1% | +1.1% | +8.1% | +8.8% |
| 30D | +14.9% | 0.0% | +14.9% | +14.8% |
| 3M | +120.0% | -0.9% | +120.9% | +119.6% |
| 6M | +221.8% | -2.4% | +224.2% | +222.1% |
| YTD | +312.6% | +8.6% | +303.9% | +296.8% |
| 1Y | +398.4% | +10.2% | +388.3% | +377.1% |
| 3Y | +42.1% | +47.8% | -5.7% | +20.1% |
| 5Y | -63.5% | +40.1% | -103.6% | -68.6% |
| All | +27.6% | +72.1% | -44.5% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 all: compounded portfolio wealth divided by compounded AEE 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…
all analysis · Full analysis span regression · 6 months rolling