-44.5%
DOCS vs TPG
+92.2%
-136.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.1% | -1.7% | -2.2% |
| 7D | -1.4% | -2.4% | +1.0% | -0.1% |
| 30D | +21.8% | +11.1% | +10.7% | +15.1% |
| 3M | +27.3% | +26.3% | +1.0% | +11.3% |
| 6M | -0.3% | +18.3% | -18.7% | -10.5% |
| YTD | -40.5% | -14.4% | -26.1% | -36.4% |
| 1Y | -61.5% | -6.7% | -54.8% | -61.3% |
| 3Y | +8.2% | +111.5% | -103.3% | -40.6% |
| All | -44.5% | +92.2% | -136.8% | -67.8% |
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 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