-12.8%
IP vs TPG
+78.6%
-91.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -3.9% | -1.1% | -3.8% |
| 7D | -4.6% | -6.5% | +1.9% | -2.4% |
| 30D | -15.3% | +0.1% | -15.3% | -15.4% |
| 3M | +2.7% | +14.5% | -11.8% | -2.3% |
| 6M | -7.4% | +17.3% | -24.7% | -13.0% |
| YTD | -8.8% | -20.5% | +11.7% | -2.9% |
| 1Y | -22.4% | -13.2% | -9.2% | -20.1% |
| 3Y | +14.2% | +87.7% | -73.5% | -9.7% |
| All | -12.8% | +78.6% | -91.4% | -35.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling