Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • TPG vs ALM✓SelectedUSD · ALMTPG vs ALM performance historyLatest closeAs of-3.30%09/08
Stock and ETF performance explorer

TPG vs ALM

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+80.4%
ALM return
+1,045.3%
Excess return
-964.8%
Maximum drawdown
-44.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioALMExcessAlpha
1D-3.3%+8.8%-12.1%-3.7%
7D-2.9%+8.4%-11.3%-3.3%
30D+5.0%+34.8%-29.8%+3.3%
3M+24.9%+16.2%+8.7%+23.3%
6M+21.1%+2.1%+18.9%+19.7%
YTD-17.3%+117.0%-134.3%-21.2%
1Y-9.8%+313.9%-323.7%-17.4%
3Y+95.4%+2,327.9%-2,232.5%+56.4%
All+80.4%+1,045.3%-964.8%+50.4%

Cumulative growth

Daily Returns

Daily percentage return beside ALM.

Daily Out/Under-Performance

Portfolio return minus ALM return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × ALM 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 ALM 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