+38.4%
IGV vs TPG
+81.8%
-43.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | -0.3% |
| 7D | -2.9% | -9.4% | +6.5% | +0.8% |
| 30D | -1.5% | -5.3% | +3.7% | +0.5% |
| 3M | +11.7% | +12.9% | -1.2% | +6.3% |
| 6M | +18.4% | +20.1% | -1.7% | +9.7% |
| YTD | -3.9% | -22.5% | +18.6% | +4.5% |
| 1Y | -9.7% | -19.7% | +10.0% | -3.6% |
| 3Y | +38.4% | +81.2% | -42.8% | +5.3% |
| All | +38.4% | +81.8% | -43.4% | +5.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling