+146.5%
ASX vs TXG
+406.9%
-260.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.4% | -7.4% | -4.7% |
| 7D | -14.6% | -19.3% | +4.7% | -10.3% |
| 30D | -21.1% | -30.9% | +9.8% | -15.1% |
| 3M | -3.1% | +41.1% | -44.2% | -10.1% |
| 6M | +17.4% | +211.9% | -194.5% | -1.7% |
| YTD | +135.3% | +314.0% | -178.7% | +93.2% |
| 1Y | +146.5% | +405.4% | -258.9% | +99.3% |
| All | +146.5% | +406.9% | -260.4% | +99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TXG.
Daily Out/Under-Performance
Portfolio return minus TXG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXG 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 TXG 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