+94.2%
AAPL vs TPG
+71.4%
+22.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.0% | +7.6% | +4.7% |
| 7D | -0.5% | -11.8% | +11.3% | +3.1% |
| 30D | +7.1% | -6.3% | +13.4% | +8.8% |
| 3M | +12.1% | +13.6% | -1.5% | +7.1% |
| 6M | +25.4% | +13.8% | +11.6% | +18.9% |
| YTD | +20.5% | -23.7% | +44.2% | +29.0% |
| 1Y | +44.5% | -18.2% | +62.7% | +50.1% |
| 3Y | +85.8% | +80.1% | +5.6% | +39.3% |
| All | +94.2% | +71.4% | +22.8% | +37.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling