+539.4%
ASX vs TPG
+71.4%
+468.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.0% | +0.8% | -1.7% |
| 7D | +6.5% | -11.8% | +18.3% | +11.7% |
| 30D | +3.1% | -6.3% | +9.4% | +5.1% |
| 3M | +17.4% | +13.6% | +3.8% | +10.8% |
| 6M | +85.4% | +13.8% | +71.6% | +73.9% |
| YTD | +150.1% | -23.7% | +173.8% | +172.5% |
| 1Y | +256.3% | -18.2% | +274.5% | +274.1% |
| 3Y | +446.9% | +80.1% | +366.7% | +296.5% |
| All | +539.4% | +71.4% | +468.1% | +336.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling