+131.2%
UAL vs TPG
+92.2%
+39.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.1% | +3.6% | +3.2% |
| 7D | +0.7% | -2.4% | +3.2% | +2.2% |
| 30D | -16.1% | +11.1% | -27.2% | -21.8% |
| 3M | +6.1% | +26.3% | -20.1% | -9.1% |
| 6M | +10.8% | +18.3% | -7.5% | -1.9% |
| YTD | -0.4% | -14.4% | +14.0% | +7.3% |
| 1Y | +5.0% | -6.7% | +11.7% | +6.4% |
| 3Y | +124.0% | +111.5% | +12.6% | +39.4% |
| All | +131.2% | +92.2% | +39.0% | +35.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling