+305.2%
WPM vs TPG
+74.1%
+231.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.6% | +0.5% | +1.8% |
| 7D | -0.6% | -9.4% | +8.9% | +1.2% |
| 30D | +14.4% | -5.3% | +19.7% | +15.4% |
| 3M | +37.0% | +12.9% | +24.1% | +33.9% |
| 6M | +4.1% | +20.1% | -16.0% | +0.7% |
| YTD | +31.7% | -22.5% | +54.2% | +35.9% |
| 1Y | +44.2% | -19.7% | +63.9% | +47.6% |
| 3Y | +265.5% | +81.2% | +184.3% | +212.4% |
| All | +305.2% | +74.1% | +231.0% | +240.2% |
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