+47.9%
SW vs TPG
+75.2%
-27.3%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.7% |
| 7D | +2.3% | -0.4% | +2.7% | +2.4% |
| 30D | +6.8% | +4.5% | +2.3% | +4.6% |
| 3M | -5.2% | -3.1% | -2.1% | -4.5% |
| 6M | +7.4% | +5.8% | +1.6% | +4.1% |
| YTD | +17.4% | -24.4% | +41.8% | +29.9% |
| 1Y | +27.1% | -11.1% | +38.2% | +30.6% |
| 3Y | +47.9% | +77.5% | -29.6% | +28.8% |
| All | +47.9% | +75.2% | -27.3% | +28.8% |
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 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