+1,082.8%
ASX vs TXG
+24.6%
+1,058.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.6% | +1.0% | +3.0% |
| 7D | +11.1% | +9.1% | +2.0% | +9.0% |
| 30D | +9.6% | +14.9% | -5.3% | +6.1% |
| 3M | +18.6% | +120.0% | -101.3% | -0.7% |
| 6M | +92.1% | +221.8% | -129.7% | +47.1% |
| YTD | +158.5% | +312.6% | -154.1% | +85.9% |
| 1Y | +271.9% | +398.4% | -126.6% | +152.5% |
| 3Y | +465.2% | +42.1% | +423.2% | +365.1% |
| 5Y | +479.4% | -63.5% | +542.9% | +482.7% |
| All | +1,082.8% | +24.6% | +1,058.2% | +819.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling