+40.4%
AZO vs TPG
+74.1%
-33.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.3% |
| 7D | -3.6% | -9.4% | +5.8% | -2.8% |
| 30D | -5.6% | -5.3% | -0.3% | -5.2% |
| 3M | -6.6% | +12.9% | -19.6% | -7.6% |
| 6M | -22.5% | +20.1% | -42.6% | -23.8% |
| YTD | -15.2% | -22.5% | +7.3% | -13.9% |
| 1Y | -33.9% | -19.7% | -14.3% | -33.3% |
| 3Y | +11.8% | +81.2% | -69.4% | -0.1% |
| All | +40.4% | +74.1% | -33.7% | +20.8% |
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