+23.5%
GEN vs TPG
+78.6%
-55.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.9% | +3.8% | +0.9% |
| 7D | -2.9% | -6.5% | +3.6% | -1.1% |
| 30D | +2.1% | +0.1% | +2.0% | +2.0% |
| 3M | +19.7% | +14.5% | +5.2% | +15.1% |
| 6M | +33.3% | +17.3% | +15.9% | +26.8% |
| YTD | +11.1% | -20.5% | +31.6% | +17.1% |
| 1Y | +3.0% | -13.2% | +16.2% | +5.7% |
| 3Y | +57.9% | +87.7% | -29.9% | +30.3% |
| All | +23.5% | +78.6% | -55.1% | +1.5% |
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 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