-6.7%
TPG vs WU
-8.3%
+1.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.8% |
| 7D | -2.4% | -0.8% | -1.6% | -2.2% |
| 30D | +11.1% | -1.1% | +12.2% | +11.4% |
| 3M | +26.3% | -3.9% | +30.1% | +25.0% |
| 6M | +18.3% | -20.7% | +39.0% | +25.1% |
| YTD | -14.4% | -18.4% | +3.9% | -10.2% |
| 1Y | -6.7% | -8.1% | +1.3% | -6.4% |
| All | -6.7% | -8.3% | +1.6% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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