+4.6%
A vs TPG
+74.1%
-69.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.6% | +1.0% | +2.1% |
| 7D | -2.6% | -9.4% | +6.8% | +0.5% |
| 30D | -0.9% | -5.3% | +4.4% | +0.6% |
| 3M | +13.6% | +12.9% | +0.7% | +8.6% |
| 6M | +27.8% | +20.1% | +7.7% | +19.4% |
| YTD | +8.6% | -22.5% | +31.1% | +16.3% |
| 1Y | +16.9% | -19.7% | +36.6% | +23.1% |
| 3Y | +32.9% | +81.2% | -48.3% | +0.4% |
| All | +4.6% | +74.1% | -69.5% | -24.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling