+271.9%
ASX vs TXG
+385.8%
-114.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.6% | +1.0% | +3.0% |
| 7D | +11.1% | +9.1% | +2.0% | +9.2% |
| 30D | +9.6% | +14.9% | -5.3% | +6.5% |
| 3M | +18.6% | +120.0% | -101.3% | +2.2% |
| 6M | +92.1% | +221.8% | -129.7% | +57.2% |
| YTD | +158.5% | +312.6% | -154.1% | +104.8% |
| 1Y | +271.9% | +398.4% | -126.6% | +176.1% |
| All | +271.9% | +385.8% | -114.0% | +176.1% |
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