+39.8%
BLK vs TPG
+74.1%
-34.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +0.9% |
| 7D | -3.3% | -9.4% | +6.1% | +0.9% |
| 30D | -6.5% | -5.3% | -1.3% | -4.5% |
| 3M | +6.7% | +12.9% | -6.2% | +0.6% |
| 6M | +14.7% | +20.1% | -5.4% | +4.7% |
| YTD | +2.5% | -22.5% | +25.0% | +13.0% |
| 1Y | -2.8% | -19.7% | +16.9% | +4.9% |
| 3Y | +65.9% | +81.2% | -15.3% | +16.7% |
| All | +39.8% | +74.1% | -34.3% | -5.5% |
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