+1.2%
D vs TPG
+71.4%
-70.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.0% | +4.0% | +0.3% |
| 7D | -1.6% | -11.8% | +10.2% | -0.6% |
| 30D | -3.5% | -6.3% | +2.7% | -3.1% |
| 3M | -1.6% | +13.6% | -15.2% | -2.8% |
| 6M | +5.8% | +13.8% | -8.0% | +4.3% |
| YTD | +14.5% | -23.7% | +38.2% | +16.9% |
| 1Y | +14.2% | -18.2% | +32.3% | +15.5% |
| 3Y | +59.0% | +80.1% | -21.1% | +43.1% |
| All | +1.2% | +71.4% | -70.1% | -8.8% |
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