+273.9%
TXT vs AEE
+879.2%
-605.3%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.7% | -0.8% |
| 7D | -0.8% | +0.2% | -1.0% | -0.9% |
| 30D | +13.4% | +9.7% | +3.7% | +7.0% |
| 3M | -2.5% | +5.8% | -8.4% | -5.9% |
| 6M | -6.2% | +4.5% | -10.6% | -9.0% |
| YTD | -1.3% | +15.8% | -17.2% | -10.5% |
| 1Y | +4.3% | +10.8% | -6.4% | -2.7% |
| 3Y | +13.2% | +62.8% | -49.6% | -19.0% |
| 5Y | +12.4% | +56.1% | -43.7% | -19.0% |
| 10Y | +94.8% | +216.4% | -121.7% | -16.5% |
| All | +273.9% | +879.2% | -605.3% | -25.0% |
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