+59.9%
TXN vs ASX
+490.0%
-430.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.5% | -2.5% | -0.5% |
| 7D | +2.7% | +11.1% | -8.4% | -2.1% |
| 30D | -6.7% | +9.6% | -16.3% | -10.8% |
| 3M | -8.9% | +18.6% | -27.5% | -16.8% |
| 6M | +34.7% | +92.1% | -57.4% | -1.7% |
| YTD | +53.3% | +158.5% | -105.2% | -3.0% |
| 1Y | +45.0% | +271.9% | -226.9% | -23.3% |
| 3Y | +73.1% | +465.2% | -392.1% | -29.4% |
| 5Y | +59.9% | +479.4% | -419.5% | -38.9% |
| All | +59.9% | +490.0% | -430.1% | -38.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling