+5.5%
TXT vs AEE
+49.7%
-44.2%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.3% |
| 7D | -0.2% | +1.3% | -1.5% | -0.7% |
| 30D | -11.1% | -1.2% | -9.8% | -10.7% |
| 3M | -13.0% | +1.0% | -14.0% | -13.4% |
| 6M | -16.2% | -2.3% | -13.9% | -15.7% |
| YTD | -8.7% | +9.1% | -17.8% | -11.3% |
| 1Y | -3.8% | +10.6% | -14.3% | -6.9% |
| 3Y | +5.5% | +48.5% | -43.0% | -4.5% |
| All | +5.5% | +49.7% | -44.2% | -4.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling