+3,557.4%
TXN vs AEE
+818.5%
+2,738.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.5% | +1.2% |
| 7D | +2.7% | +1.1% | +1.6% | +2.3% |
| 30D | -6.7% | 0.0% | -6.7% | -6.8% |
| 3M | -8.9% | -0.9% | -8.0% | -9.1% |
| 6M | +34.7% | -2.4% | +37.1% | +35.2% |
| YTD | +53.3% | +8.6% | +44.7% | +47.7% |
| 1Y | +45.0% | +10.2% | +34.9% | +38.7% |
| 3Y | +73.1% | +47.8% | +25.3% | +45.3% |
| 5Y | +59.9% | +40.1% | +19.8% | +35.8% |
| 10Y | +415.7% | +195.0% | +220.7% | +218.0% |
| All | +3,557.4% | +818.5% | +2,738.9% | +1,541.7% |
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