-24.1%
NU vs TPG
+0.9%
-25.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.7% | -0.4% | +2.3% |
| 7D | +0.2% | +12.5% | -12.3% | -2.9% |
| 30D | -21.0% | +12.7% | -33.7% | -23.6% |
| 3M | -16.3% | +3.5% | -19.8% | -17.6% |
| 6M | -15.3% | +14.1% | -29.4% | -19.4% |
| YTD | -28.4% | -18.5% | -9.9% | -29.6% |
| 1Y | -24.1% | -1.8% | -22.3% | -30.4% |
| All | -24.1% | +0.9% | -25.0% | -30.4% |
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 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