+1,556.0%
FIX vs TPG
+71.4%
+1,484.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.0% | +2.5% | +0.3% |
| 7D | +0.7% | -11.8% | +12.5% | +6.3% |
| 30D | -5.7% | -6.3% | +0.5% | -3.7% |
| 3M | -7.4% | +13.6% | -21.0% | -13.8% |
| 6M | +15.1% | +13.8% | +1.2% | +6.2% |
| YTD | +70.7% | -23.7% | +94.4% | +87.8% |
| 1Y | +111.9% | -18.2% | +130.1% | +123.4% |
| 3Y | +759.5% | +80.1% | +679.4% | +566.7% |
| All | +1,556.0% | +71.4% | +1,484.7% | +1,099.4% |
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