+37.7%
DUK vs TPG
+74.1%
-36.5%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | 0.0% |
| 7D | -0.7% | -9.4% | +8.8% | -0.4% |
| 30D | -2.4% | -5.3% | +2.8% | -2.3% |
| 3M | -3.0% | +12.9% | -15.9% | -3.4% |
| 6M | -6.6% | +20.1% | -26.6% | -7.2% |
| YTD | +4.6% | -22.5% | +27.0% | +5.6% |
| 1Y | +1.2% | -19.7% | +20.9% | +1.9% |
| 3Y | +45.7% | +81.2% | -35.5% | +35.0% |
| All | +37.7% | +74.1% | -36.5% | +25.9% |
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