-0.2%
WY vs TPG
+0.9%
-1.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +3.7% | +2.0% | +5.0% |
| 7D | +13.3% | +12.5% | +0.8% | +11.2% |
| 30D | +17.6% | +12.7% | +4.9% | +15.3% |
| 3M | -15.0% | +3.5% | -18.5% | -15.8% |
| 6M | -5.9% | +14.1% | -20.0% | -8.1% |
| YTD | -5.7% | -18.5% | +12.7% | -3.9% |
| 1Y | -0.2% | -1.8% | +1.6% | -4.9% |
| All | -0.2% | +0.9% | -1.1% | -4.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling