-10.0%
BDX vs TPG
+81.8%
-91.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.6% |
| 7D | -3.2% | -9.4% | +6.3% | -1.9% |
| 30D | -2.5% | -5.3% | +2.7% | -2.0% |
| 3M | +21.4% | +12.9% | +8.5% | +19.3% |
| 6M | +10.4% | +20.1% | -9.7% | +7.5% |
| YTD | +18.8% | -22.5% | +41.3% | +22.2% |
| 1Y | +21.7% | -19.7% | +41.4% | +24.3% |
| 3Y | -10.0% | +81.2% | -91.2% | -17.7% |
| All | -10.0% | +81.8% | -91.8% | -17.7% |
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