+533.2%
ASX vs TPG
+74.1%
+459.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.6% |
| 7D | +5.2% | -9.4% | +14.6% | +9.2% |
| 30D | +0.5% | -5.3% | +5.7% | +2.0% |
| 3M | +8.3% | +12.9% | -4.6% | +2.4% |
| 6M | +82.0% | +20.1% | +62.0% | +67.2% |
| YTD | +147.6% | -22.5% | +170.1% | +168.1% |
| 1Y | +258.8% | -19.7% | +278.5% | +280.4% |
| 3Y | +452.1% | +81.2% | +370.9% | +299.5% |
| All | +533.2% | +74.1% | +459.0% | +329.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling