+45.0%
HAL vs TPG
+85.9%
-40.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.3% | +2.6% | +0.2% |
| 7D | +0.5% | -2.9% | +3.3% | +1.3% |
| 30D | +15.9% | +5.0% | +10.9% | +13.8% |
| 3M | -8.7% | +24.9% | -33.6% | -15.5% |
| 6M | +9.0% | +21.1% | -12.0% | +1.2% |
| YTD | +32.0% | -17.3% | +49.3% | +38.5% |
| 1Y | +72.5% | -9.8% | +82.3% | +74.7% |
| 3Y | -4.5% | +95.4% | -100.0% | -25.4% |
| All | +45.0% | +85.9% | -40.9% | +9.4% |
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 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