+36.1%
PPL vs TPG
+92.2%
-56.2%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.1% |
| 7D | +2.7% | -2.4% | +5.1% | +2.9% |
| 30D | +0.5% | +11.1% | -10.6% | -0.6% |
| 3M | +0.7% | +26.3% | -25.6% | -1.7% |
| 6M | -7.6% | +18.3% | -25.9% | -9.3% |
| YTD | +1.8% | -14.4% | +16.3% | +3.2% |
| 1Y | -0.8% | -6.7% | +6.0% | -0.7% |
| 3Y | +56.9% | +111.5% | -54.6% | +35.3% |
| All | +36.1% | +92.2% | -56.2% | +13.8% |
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