+444.6%
ASX vs TXG
-67.0%
+511.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.4% |
| 7D | -0.7% | +1.8% | -2.5% | -1.2% |
| 30D | +2.0% | +32.0% | -30.0% | -4.6% |
| 3M | -1.3% | +87.0% | -88.3% | -14.3% |
| 6M | +71.4% | +180.1% | -108.6% | +35.8% |
| YTD | +135.3% | +284.1% | -148.8% | +72.9% |
| 1Y | +267.5% | +361.7% | -94.2% | +155.3% |
| 3Y | +388.5% | +15.9% | +372.6% | +321.6% |
| All | +444.6% | -67.0% | +511.6% | +385.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling