+41.2%
HAL vs TPG
+74.1%
-32.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.3% | -1.1% |
| 7D | -3.3% | -9.4% | +6.1% | -0.5% |
| 30D | +8.2% | -5.3% | +13.4% | +9.4% |
| 3M | -9.4% | +12.9% | -22.4% | -13.5% |
| 6M | +0.6% | +20.1% | -19.4% | -6.5% |
| YTD | +28.6% | -22.5% | +51.1% | +37.5% |
| 1Y | +63.9% | -19.7% | +83.6% | +72.3% |
| 3Y | -7.1% | +81.2% | -88.3% | -25.9% |
| All | +41.2% | +74.1% | -32.9% | +8.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling