+9.9%
MSCI vs TPG
+74.1%
-64.2%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +0.7% |
| 7D | -3.2% | -9.4% | +6.2% | +0.1% |
| 30D | -1.1% | -5.3% | +4.1% | +0.5% |
| 3M | -6.3% | +12.9% | -19.3% | -10.9% |
| 6M | +2.1% | +20.1% | -18.0% | -5.6% |
| YTD | -2.3% | -22.5% | +20.2% | +5.6% |
| 1Y | -3.9% | -19.7% | +15.8% | +1.8% |
| 3Y | +7.5% | +81.2% | -73.7% | -25.5% |
| All | +9.9% | +74.1% | -64.2% | -27.0% |
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