+5,888.7%
TXN vs AEIS
+2,610.7%
+3,278.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.4% |
| 7D | +2.7% | +6.5% | -3.8% | +0.6% |
| 30D | -6.7% | -9.2% | +2.5% | -4.2% |
| 3M | -8.9% | -8.3% | -0.6% | -7.4% |
| 6M | +34.7% | -6.3% | +41.0% | +35.0% |
| YTD | +53.3% | +36.5% | +16.8% | +35.5% |
| 1Y | +45.0% | +84.8% | -39.7% | +15.6% |
| 3Y | +73.1% | +176.6% | -103.5% | +19.6% |
| 5Y | +59.9% | +237.1% | -177.2% | +2.8% |
| 10Y | +415.7% | +554.7% | -139.0% | +154.4% |
| All | +5,888.7% | +2,610.7% | +3,278.0% | +1,311.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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