+31.3%
M vs TPG
-16.9%
+48.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.6% | +6.1% | +7.2% |
| 7D | -4.2% | -9.4% | +5.2% | -1.3% |
| 30D | -7.2% | -5.3% | -1.9% | -5.7% |
| 3M | -11.1% | +12.9% | -24.1% | -14.5% |
| 6M | +28.8% | +20.1% | +8.7% | +20.9% |
| YTD | +2.0% | -22.5% | +24.5% | +11.7% |
| 1Y | +31.3% | -19.7% | +50.9% | +36.5% |
| All | +31.3% | -16.9% | +48.1% | +36.5% |
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