+19.6%
SW vs TPG
+110.3%
-90.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.3% | +1.7% |
| 7D | -5.1% | -2.4% | -2.6% | -4.2% |
| 30D | -4.6% | +11.1% | -15.7% | -8.6% |
| 3M | +9.4% | +26.3% | -16.9% | -0.6% |
| 6M | +3.5% | +18.3% | -14.8% | -4.1% |
| YTD | +22.0% | -14.4% | +36.5% | +28.7% |
| 1Y | +2.2% | -6.7% | +8.9% | +3.4% |
| All | +19.6% | +110.3% | -90.7% | -7.6% |
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