+256.1%
PSX vs TPG
+78.6%
+177.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.9% | +4.6% | +1.5% |
| 7D | +1.8% | -6.5% | +8.3% | +3.3% |
| 30D | +21.6% | +0.1% | +21.6% | +21.4% |
| 3M | +46.5% | +14.5% | +31.9% | +41.1% |
| 6M | +62.0% | +17.3% | +44.7% | +54.1% |
| YTD | +106.3% | -20.5% | +126.8% | +116.6% |
| 1Y | +103.0% | -13.2% | +116.2% | +106.8% |
| 3Y | +135.5% | +87.7% | +47.8% | +96.0% |
| All | +256.1% | +78.6% | +177.5% | +186.2% |
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 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