+62.6%
WM vs TPG
+80.3%
-17.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.4% |
| 7D | +1.2% | +2.0% | -0.9% | +1.0% |
| 30D | +13.7% | +9.1% | +4.6% | +13.0% |
| 3M | +5.2% | +1.0% | +4.2% | +5.0% |
| 6M | +11.2% | +13.3% | -2.2% | +10.2% |
| YTD | +9.4% | -19.8% | +29.2% | +10.7% |
| 1Y | +20.4% | -6.2% | +26.6% | +20.5% |
| 3Y | +44.7% | +75.4% | -30.7% | +35.3% |
| All | +62.6% | +80.3% | -17.7% | +48.3% |
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