+33.9%
AAPL vs TPG
-6.0%
+39.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.4% | -2.4% |
| 7D | +0.1% | -2.4% | +2.5% | +0.3% |
| 30D | +3.0% | +11.1% | -8.1% | +2.0% |
| 3M | +2.9% | +26.3% | -23.4% | +0.9% |
| 6M | +22.1% | +18.3% | +3.8% | +20.5% |
| YTD | +18.0% | -14.4% | +32.4% | +20.3% |
| 1Y | +33.9% | -6.7% | +40.7% | +33.8% |
| All | +33.9% | -6.0% | +39.9% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 1y: compounded portfolio wealth divided by compounded TPG 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…
1y analysis · Full analysis span regression · 6 months rolling