+121.1%
UAL vs TPG
+71.4%
+49.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.0% | +3.5% | +1.9% |
| 7D | -2.0% | -11.8% | +9.8% | +5.8% |
| 30D | -15.7% | -6.3% | -9.4% | -12.8% |
| 3M | +3.6% | +13.6% | -10.0% | -5.5% |
| 6M | +16.9% | +13.8% | +3.1% | +5.6% |
| YTD | -4.8% | -23.7% | +19.0% | +10.0% |
| 1Y | -0.9% | -18.2% | +17.2% | +8.8% |
| 3Y | +124.5% | +80.1% | +44.3% | +53.6% |
| All | +121.1% | +71.4% | +49.7% | +39.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling