+577.1%
HWM vs TPG
+74.1%
+503.0%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.2% |
| 7D | -11.4% | -9.4% | -2.0% | -8.3% |
| 30D | -18.5% | -5.3% | -13.2% | -17.2% |
| 3M | -13.2% | +12.9% | -26.1% | -17.4% |
| 6M | -8.7% | +20.1% | -28.8% | -15.5% |
| YTD | +12.2% | -22.5% | +34.7% | +20.8% |
| 1Y | +24.9% | -19.7% | +44.6% | +31.7% |
| 3Y | +383.9% | +81.2% | +302.7% | +268.7% |
| All | +577.1% | +74.1% | +503.0% | +377.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling