+28.7%
SW vs TPG
-7.5%
+36.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.6% |
| 7D | +2.2% | +2.0% | +0.1% | +1.4% |
| 30D | +7.4% | +9.1% | -1.7% | +4.0% |
| 3M | -5.9% | +1.0% | -7.0% | -6.6% |
| 6M | +9.0% | +13.3% | -4.4% | +3.9% |
| YTD | +18.1% | -19.8% | +37.9% | +28.7% |
| 1Y | +28.7% | -6.2% | +34.9% | +34.4% |
| All | +28.7% | -7.5% | +36.2% | +34.4% |
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