-6.5%
ASX vs TXT
-10.0%
+3.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.0% | +8.4% | +7.4% |
| 7D | -19.9% | -2.5% | -17.4% | -18.7% |
| 30D | -30.9% | +14.4% | -45.3% | -35.3% |
| 3M | -15.1% | -4.9% | -10.2% | -10.5% |
| 6M | -6.5% | -10.2% | +3.7% | +3.7% |
| All | -6.5% | -10.0% | +3.5% | +3.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling