+38.8%
M vs TPG
-6.0%
+44.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.1% | +3.7% | +2.9% |
| 7D | +4.7% | -2.4% | +7.2% | +5.4% |
| 30D | -9.6% | +11.1% | -20.7% | -12.6% |
| 3M | +0.9% | +26.3% | -25.4% | -6.2% |
| 6M | +22.3% | +18.3% | +3.9% | +15.7% |
| YTD | +6.5% | -14.4% | +21.0% | +12.9% |
| 1Y | +38.8% | -6.7% | +45.5% | +40.6% |
| All | +38.8% | -6.0% | +44.8% | +40.6% |
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 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