+32.8%
IWD vs TPG
+0.9%
+31.9%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.7% | -1.1% | +2.1% |
| 7D | +2.5% | +12.5% | -9.9% | +0.8% |
| 30D | +6.0% | +12.7% | -6.8% | +4.1% |
| 3M | +3.8% | +3.5% | +0.2% | +3.1% |
| 6M | +16.3% | +14.1% | +2.2% | +13.7% |
| YTD | +27.5% | -18.5% | +46.0% | +31.0% |
| 1Y | +32.8% | -1.8% | +34.6% | +30.6% |
| All | +32.8% | +0.9% | +31.9% | +30.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling