+1,059.1%
FIX vs TPG
+78.3%
+980.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.5% |
| 7D | +9.4% | +5.0% | +4.4% | +7.3% |
| 30D | -27.8% | +15.7% | -43.5% | -32.5% |
| 3M | -35.6% | -10.6% | -25.0% | -32.8% |
| 6M | -45.2% | +15.9% | -61.2% | -49.7% |
| YTD | +19.5% | -20.6% | +40.1% | +28.6% |
| 1Y | +24.2% | -11.8% | +36.0% | +26.5% |
| 3Y | +494.2% | +71.6% | +422.6% | +365.3% |
| All | +1,059.1% | +78.3% | +980.8% | +721.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling