-29.4%
MOH vs TPG
+74.1%
-103.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | +1.9% |
| 7D | +1.7% | -9.4% | +11.1% | +2.0% |
| 30D | -0.9% | -5.3% | +4.4% | -0.8% |
| 3M | +5.7% | +12.9% | -7.2% | +5.3% |
| 6M | +39.1% | +20.1% | +19.0% | +38.1% |
| YTD | +17.7% | -22.5% | +40.2% | +19.3% |
| 1Y | +8.4% | -19.7% | +28.1% | +9.5% |
| 3Y | -36.6% | +81.2% | -117.8% | -40.0% |
| All | -29.4% | +74.1% | -103.5% | -35.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling