+25.2%
CI vs TPG
+85.9%
-60.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.3% | +1.5% | -1.6% |
| 7D | -2.0% | -2.9% | +0.8% | -1.8% |
| 30D | -1.8% | +5.0% | -6.9% | -2.2% |
| 3M | -4.2% | +24.9% | -29.1% | -5.9% |
| 6M | +2.7% | +21.1% | -18.4% | +0.9% |
| YTD | +1.9% | -17.3% | +19.2% | +3.2% |
| 1Y | -6.3% | -9.8% | +3.6% | -5.9% |
| 3Y | +3.9% | +95.4% | -91.6% | -6.1% |
| All | +25.2% | +85.9% | -60.7% | +8.3% |
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