+132.4%
TXN vs ASX
+376.6%
-244.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.0% | +4.9% | +2.5% |
| 7D | +12.3% | +22.1% | -9.8% | +3.4% |
| 30D | +9.1% | -23.8% | +32.8% | +19.8% |
| 3M | +13.5% | -7.6% | +21.1% | +14.6% |
| 6M | +6.9% | +6.9% | 0.0% | +0.4% |
| YTD | +84.0% | +127.7% | -43.6% | +25.9% |
| 1Y | +95.8% | +144.5% | -48.8% | +29.8% |
| All | +132.4% | +376.6% | -244.2% | +3.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling