-35.6%
WY vs TPG
+74.1%
-109.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | -0.1% |
| 7D | -4.2% | -9.4% | +5.3% | -1.6% |
| 30D | -10.1% | -5.3% | -4.8% | -9.0% |
| 3M | -8.5% | +12.9% | -21.4% | -11.9% |
| 6M | -3.3% | +20.1% | -23.4% | -9.0% |
| YTD | -4.4% | -22.5% | +18.1% | +1.3% |
| 1Y | -11.5% | -19.7% | +8.2% | -7.6% |
| 3Y | -24.3% | +81.2% | -105.5% | -42.4% |
| All | -35.6% | +74.1% | -109.8% | -53.1% |
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