+239.3%
HBM vs TPG
+74.1%
+165.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -1.2% |
| 7D | -3.3% | -9.4% | +6.1% | +1.2% |
| 30D | -4.8% | -5.3% | +0.4% | -3.0% |
| 3M | -0.4% | +12.9% | -13.3% | -6.8% |
| 6M | +17.9% | +20.1% | -2.2% | +6.7% |
| YTD | +33.7% | -22.5% | +56.2% | +46.6% |
| 1Y | +95.6% | -19.7% | +115.3% | +108.8% |
| 3Y | +458.1% | +81.2% | +376.9% | +262.2% |
| All | +239.3% | +74.1% | +165.2% | +110.6% |
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 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