+25.0%
ORCL vs TPG
+78.9%
-53.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.0% | -1.3% | -3.5% |
| 7D | -0.7% | -11.8% | +11.1% | +5.0% |
| 30D | +5.1% | -6.3% | +11.4% | +8.1% |
| 3M | -23.7% | +13.6% | -37.3% | -28.2% |
| 6M | +3.1% | +13.8% | -10.8% | -3.3% |
| YTD | -20.8% | -23.7% | +3.0% | -12.3% |
| 1Y | -52.9% | -18.2% | -34.7% | -49.9% |
| All | +25.0% | +78.9% | -53.9% | +1.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling