+2.0%
IBKR vs TPG
-8.6%
+10.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -6.8% | +0.2% | -4.0% |
| 7D | -11.1% | -2.5% | -8.6% | -10.1% |
| 30D | -19.7% | +3.9% | -23.6% | -21.0% |
| 3M | -18.0% | -1.4% | -16.6% | -17.9% |
| 6M | -13.2% | +5.0% | -18.1% | -15.6% |
| YTD | +13.4% | -24.0% | +37.5% | +26.8% |
| 1Y | +2.0% | -8.3% | +10.2% | -0.4% |
| All | +2.0% | -8.6% | +10.5% | -0.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling