+501.7%
ASX vs TPG
+92.2%
+409.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.6% |
| 7D | -0.7% | -2.4% | +1.7% | +0.2% |
| 30D | +2.0% | +11.1% | -9.1% | -2.6% |
| 3M | -1.3% | +26.3% | -27.6% | -10.5% |
| 6M | +71.4% | +18.3% | +53.1% | +58.7% |
| YTD | +135.3% | -14.4% | +149.8% | +145.6% |
| 1Y | +267.5% | -6.7% | +274.2% | +267.0% |
| 3Y | +388.5% | +111.5% | +277.0% | +232.7% |
| All | +501.7% | +92.2% | +409.5% | +293.2% |
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 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