+419.8%
TXN vs ASX
+964.2%
-544.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.0% | +4.8% | +4.2% |
| 7D | +4.0% | +5.2% | -1.3% | +1.6% |
| 30D | -2.9% | +0.5% | -3.3% | -3.4% |
| 3M | -9.1% | +8.3% | -17.4% | -13.3% |
| 6M | +36.6% | +82.0% | -45.4% | +4.3% |
| YTD | +57.5% | +147.6% | -90.1% | +5.1% |
| 1Y | +49.5% | +258.8% | -209.3% | -15.4% |
| 3Y | +76.5% | +452.1% | -375.5% | -19.7% |
| 5Y | +62.4% | +441.7% | -379.3% | -28.3% |
| All | +419.8% | +964.2% | -544.4% | +60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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