+790.7%
FIX vs TPG
+98.7%
+691.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.3% | +5.7% | +4.1% |
| 7D | +6.1% | -2.9% | +8.9% | +7.6% |
| 30D | -2.7% | +5.0% | -7.7% | -6.1% |
| 3M | -10.9% | +24.9% | -35.8% | -22.4% |
| 6M | +29.0% | +21.1% | +7.9% | +13.3% |
| YTD | +76.9% | -17.3% | +94.1% | +92.1% |
| 1Y | +130.7% | -9.8% | +140.6% | +133.3% |
| 3Y | +790.7% | +95.4% | +695.3% | +479.5% |
| All | +790.7% | +98.7% | +691.9% | +479.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling