+756.9%
TXN vs ASX
+3,515.0%
-2,758.1%
-74.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | -0.1% | -0.7% | +0.6% | +0.1% |
| 30D | -6.9% | +2.0% | -8.9% | -7.7% |
| 3M | -14.9% | -1.3% | -13.6% | -15.3% |
| 6M | +29.0% | +71.4% | -42.4% | +6.4% |
| YTD | +51.5% | +135.3% | -83.9% | +12.0% |
| 1Y | +41.6% | +267.5% | -225.9% | -10.5% |
| 3Y | +65.8% | +388.5% | -322.7% | -6.3% |
| 5Y | +56.8% | +417.1% | -360.3% | -14.7% |
| 10Y | +387.5% | +872.7% | -485.3% | +105.5% |
| All | +756.9% | +3,515.0% | -2,758.1% | +47.9% |
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 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