+139.3%
C vs TPG
+92.2%
+47.0%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | +0.1% |
| 7D | +3.6% | -2.4% | +6.1% | +4.6% |
| 30D | +0.1% | +11.1% | -11.0% | -4.5% |
| 3M | +2.4% | +26.3% | -23.8% | -7.7% |
| 6M | +24.9% | +18.3% | +6.6% | +15.1% |
| YTD | +19.8% | -14.4% | +34.2% | +25.7% |
| 1Y | +44.9% | -6.7% | +51.6% | +45.7% |
| 3Y | +263.0% | +111.5% | +151.5% | +158.7% |
| All | +139.3% | +92.2% | +47.0% | +64.4% |
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