+864.0%
WDC vs TPG
+78.6%
+785.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.9% | +5.0% | +2.8% |
| 7D | +7.5% | -6.5% | +14.0% | +10.5% |
| 30D | +10.1% | +0.1% | +10.0% | +9.3% |
| 3M | -6.8% | +14.5% | -21.3% | -13.5% |
| 6M | +84.1% | +17.3% | +66.8% | +67.6% |
| YTD | +180.3% | -20.5% | +200.8% | +204.3% |
| 1Y | +411.1% | -13.2% | +424.3% | +426.3% |
| 3Y | +1,375.0% | +87.7% | +1,287.3% | +905.8% |
| All | +864.0% | +78.6% | +785.5% | +510.9% |
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