+793.9%
WDC vs TPG
+74.1%
+719.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.6% | -4.6% | -3.7% |
| 7D | -4.3% | -9.4% | +5.1% | -0.2% |
| 30D | -1.5% | -5.3% | +3.8% | +0.2% |
| 3M | -15.5% | +12.9% | -28.4% | -21.2% |
| 6M | +66.5% | +20.1% | +46.4% | +49.8% |
| YTD | +159.9% | -22.5% | +182.3% | +185.3% |
| 1Y | +366.0% | -19.7% | +385.6% | +398.5% |
| 3Y | +1,285.8% | +81.2% | +1,204.6% | +860.4% |
| All | +793.9% | +74.1% | +719.7% | +472.8% |
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