+66.2%
GEN vs TPG
+81.8%
-15.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.7% | +0.5% |
| 7D | -1.3% | -9.4% | +8.1% | +1.8% |
| 30D | +6.1% | -5.3% | +11.4% | +7.9% |
| 3M | +27.0% | +12.9% | +14.0% | +22.0% |
| 6M | +43.9% | +20.1% | +23.8% | +34.9% |
| YTD | +13.0% | -22.5% | +35.5% | +21.1% |
| 1Y | +4.0% | -19.7% | +23.7% | +9.8% |
| 3Y | +66.2% | +81.2% | -15.0% | +18.0% |
| All | +66.2% | +81.8% | -15.6% | +18.0% |
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