+72.2%
MSFU vs TPG
+98.7%
-26.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.3% | +1.0% | -0.7% |
| 7D | -3.2% | -2.9% | -0.3% | -1.8% |
| 30D | -3.1% | +5.0% | -8.2% | -5.5% |
| 3M | +35.3% | +24.9% | +10.4% | +21.4% |
| 6M | +31.6% | +21.1% | +10.5% | +19.5% |
| YTD | -9.5% | -17.3% | +7.7% | -2.7% |
| 1Y | -18.4% | -9.8% | -8.6% | -16.7% |
| 3Y | +26.9% | +95.4% | -68.5% | -11.5% |
| All | +72.2% | +98.7% | -26.4% | +15.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling