+41.6%
TXN vs AEM
+40.5%
+1.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +2.0% |
| 7D | -0.1% | -0.5% | +0.4% | 0.0% |
| 30D | -6.9% | +24.0% | -31.0% | -11.3% |
| 3M | -14.9% | +16.1% | -31.0% | -18.3% |
| 6M | +29.0% | -11.6% | +40.6% | +28.3% |
| YTD | +51.5% | +21.5% | +29.9% | +44.3% |
| 1Y | +41.6% | +39.2% | +2.4% | +36.3% |
| All | +41.6% | +40.5% | +1.1% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 1y: compounded portfolio wealth divided by compounded AEM 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…
1y analysis · Full analysis span regression · 6 months rolling