+2,793.8%
ASX vs TXT
+372.6%
+2,421.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -1.6% | -19.1% | -20.2% |
| 7D | -33.3% | -2.5% | -30.7% | -32.5% |
| 30D | -36.5% | +12.8% | -49.3% | -39.4% |
| 3M | -19.2% | -3.6% | -15.6% | -18.3% |
| 6M | -10.2% | -6.9% | -3.3% | -8.0% |
| YTD | +86.5% | -2.2% | +88.6% | +86.8% |
| 1Y | +89.6% | +6.3% | +83.4% | +84.1% |
| 3Y | +298.6% | +10.3% | +288.3% | +278.4% |
| 5Y | +414.3% | +10.6% | +403.6% | +387.2% |
| 10Y | +711.1% | +121.0% | +590.1% | +450.1% |
| All | +2,793.8% | +372.6% | +2,421.2% | +892.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling