+140.6%
C vs TPG
+71.4%
+69.3%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.0% | +4.6% | +2.1% |
| 7D | +0.3% | -11.8% | +12.1% | +5.4% |
| 30D | +2.0% | -6.3% | +8.3% | +4.2% |
| 3M | +4.4% | +13.6% | -9.2% | -1.9% |
| 6M | +28.3% | +13.8% | +14.5% | +19.8% |
| YTD | +20.5% | -23.7% | +44.2% | +32.3% |
| 1Y | +45.5% | -18.2% | +63.7% | +54.3% |
| 3Y | +274.0% | +80.1% | +193.9% | +183.9% |
| All | +140.6% | +71.4% | +69.3% | +73.0% |
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