+177.9%
AEIS vs TPG
+81.8%
+96.1%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.6% | +3.3% | +4.1% |
| 7D | +2.3% | -9.4% | +11.7% | +7.6% |
| 30D | -14.8% | -5.3% | -9.6% | -13.1% |
| 3M | -15.6% | +12.9% | -28.5% | -21.9% |
| 6M | -8.7% | +20.1% | -28.8% | -19.2% |
| YTD | +37.3% | -22.5% | +59.8% | +54.7% |
| 1Y | +80.3% | -19.7% | +100.0% | +97.1% |
| 3Y | +177.9% | +81.2% | +96.7% | +71.9% |
| All | +177.9% | +81.8% | +96.1% | +71.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling