+476.3%
ASX vs TPG
+86.5%
+389.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.9% | +7.5% | +5.0% |
| 7D | +11.1% | -6.5% | +17.6% | +13.7% |
| 30D | +9.6% | +0.1% | +9.5% | +8.9% |
| 3M | +18.6% | +14.5% | +4.1% | +11.7% |
| 6M | +92.1% | +17.3% | +74.8% | +78.4% |
| YTD | +158.5% | -20.5% | +179.0% | +177.1% |
| 1Y | +271.9% | -13.2% | +285.1% | +280.8% |
| All | +476.3% | +86.5% | +389.8% | +304.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling