+470.3%
ASX vs TPG
+78.3%
+392.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.4% | -2.2% |
| 7D | +12.4% | +5.0% | +7.4% | +10.4% |
| 30D | -19.8% | +15.7% | -35.5% | -24.0% |
| 3M | -10.3% | -10.6% | +0.3% | -6.5% |
| 6M | +1.2% | +15.9% | -14.7% | -5.3% |
| YTD | +123.0% | -20.6% | +143.7% | +139.5% |
| 1Y | +145.4% | -11.8% | +157.2% | +151.5% |
| 3Y | +368.6% | +71.6% | +297.1% | +248.2% |
| All | +470.3% | +78.3% | +392.0% | +283.4% |
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