+842.6%
ASX vs TXT
+115.3%
+727.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.2% | +6.4% | +7.7% |
| 7D | -12.3% | -3.5% | -8.8% | -10.8% |
| 30D | -26.0% | +15.2% | -41.2% | -30.4% |
| 3M | -8.1% | -4.5% | -3.6% | -6.6% |
| 6M | +1.4% | -6.1% | +7.5% | +3.9% |
| YTD | +115.6% | -2.0% | +117.5% | +115.8% |
| 1Y | +128.0% | +4.2% | +123.8% | +122.3% |
| 3Y | +371.4% | +14.4% | +357.0% | +336.2% |
| 5Y | +469.4% | +12.3% | +457.1% | +426.3% |
| 10Y | +842.6% | +101.8% | +740.8% | +621.6% |
| All | +842.6% | +115.3% | +727.3% | +621.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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