+244.0%
TXT vs AEE
+813.9%
-569.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.4% | -0.4% |
| 7D | -4.8% | +0.3% | -5.1% | -5.0% |
| 30D | -10.6% | -2.3% | -8.3% | -9.3% |
| 3M | -13.2% | +0.2% | -13.4% | -13.6% |
| 6M | -20.3% | -4.7% | -15.6% | -18.2% |
| YTD | -9.3% | +8.1% | -17.4% | -14.0% |
| 1Y | -2.7% | +8.5% | -11.2% | -8.3% |
| 3Y | +1.4% | +48.9% | -47.5% | -23.5% |
| 5Y | +9.6% | +39.9% | -30.4% | -15.5% |
| 10Y | +94.9% | +186.5% | -91.6% | -11.3% |
| All | +244.0% | +813.9% | -569.9% | -28.0% |
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