+69.7%
EMR vs TPG
+78.6%
-8.9%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.9% | +2.7% | +0.2% |
| 7D | +0.9% | -6.5% | +7.4% | +3.3% |
| 30D | -5.0% | +0.1% | -5.0% | -5.2% |
| 3M | +5.9% | +14.5% | -8.6% | +0.5% |
| 6M | +7.3% | +17.3% | -10.0% | +0.4% |
| YTD | +14.6% | -20.5% | +35.1% | +22.5% |
| 1Y | +15.6% | -13.2% | +28.9% | +19.3% |
| 3Y | +60.2% | +87.7% | -27.6% | +26.4% |
| All | +69.7% | +78.6% | -8.9% | +29.2% |
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