+55.3%
PPL vs TPG
+98.7%
-43.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.3% | +3.2% | 0.0% |
| 7D | +1.8% | -2.9% | +4.6% | +1.9% |
| 30D | -1.1% | +5.0% | -6.1% | -1.3% |
| 3M | 0.0% | +24.9% | -24.9% | -0.9% |
| 6M | -7.6% | +21.1% | -28.7% | -8.4% |
| YTD | +1.7% | -17.3% | +19.0% | +2.7% |
| 1Y | +1.5% | -9.8% | +11.3% | +1.8% |
| 3Y | +55.3% | +95.4% | -40.2% | +30.7% |
| All | +55.3% | +98.7% | -43.5% | +30.7% |
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