+69.0%
TPG vs WU
-44.9%
+113.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.4% |
| 7D | -9.4% | -3.5% | -5.9% | -8.1% |
| 30D | -5.3% | -2.9% | -2.3% | -4.0% |
| 3M | +12.9% | -2.3% | +15.2% | +11.8% |
| 6M | +20.1% | -25.4% | +45.5% | +33.3% |
| YTD | -22.5% | -21.2% | -1.3% | -16.0% |
| 1Y | -19.7% | -8.9% | -10.8% | -18.9% |
| 3Y | +81.2% | -29.0% | +110.2% | +97.4% |
| All | +69.0% | -44.9% | +113.9% | +101.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling