+911.5%
TXN vs ASX
+3,326.1%
-2,414.6%
-74.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.0% | -0.8% | -2.2% |
| 7D | +9.5% | +12.4% | -2.9% | +5.2% |
| 30D | +8.7% | -19.8% | +28.5% | +15.8% |
| 3M | +11.6% | -10.3% | +21.9% | +13.9% |
| 6M | +0.1% | +1.2% | -1.1% | -2.9% |
| YTD | +78.8% | +123.0% | -44.2% | +32.6% |
| 1Y | +91.2% | +145.4% | -54.2% | +37.4% |
| 3Y | +125.8% | +368.6% | -242.8% | +27.7% |
| 5Y | +83.8% | +486.0% | -402.2% | -4.8% |
| 10Y | +469.9% | +941.0% | -471.2% | +132.7% |
| All | +911.5% | +3,326.1% | -2,414.6% | +75.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling