-5.2%
MDB vs TPG
+78.9%
-84.1%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -4.0% | +8.4% | +6.5% |
| 7D | -2.8% | -11.8% | +9.1% | +4.0% |
| 30D | -14.9% | -6.3% | -8.6% | -11.7% |
| 3M | +7.3% | +13.6% | -6.2% | +0.2% |
| 6M | +38.2% | +13.8% | +24.3% | +27.7% |
| YTD | -10.9% | -23.7% | +12.8% | +2.5% |
| 1Y | +11.6% | -18.2% | +29.8% | +21.8% |
| All | -5.2% | +78.9% | -84.1% | -39.4% |
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 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