+20,639.1%
TXN vs AEM
+3,500.5%
+17,138.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.7% | +1.0% |
| 7D | +2.7% | +3.0% | -0.3% | +2.5% |
| 30D | -6.7% | +12.5% | -19.2% | -7.2% |
| 3M | -8.9% | +26.9% | -35.8% | -9.8% |
| 6M | +34.7% | -9.4% | +44.1% | +34.9% |
| YTD | +53.3% | +20.3% | +33.1% | +52.0% |
| 1Y | +45.0% | +33.8% | +11.3% | +43.2% |
| 3Y | +73.1% | +349.8% | -276.7% | +63.6% |
| 5Y | +59.9% | +301.0% | -241.1% | +51.1% |
| 10Y | +415.7% | +376.1% | +39.6% | +381.6% |
| All | +20,639.1% | +3,500.5% | +17,138.6% | +19,849.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling