+27.4%
O vs TPG
+81.8%
-54.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.2% |
| 7D | -2.9% | -9.4% | +6.6% | -2.6% |
| 30D | -4.5% | -5.3% | +0.7% | -4.4% |
| 3M | -2.6% | +12.9% | -15.6% | -3.0% |
| 6M | -5.6% | +20.1% | -25.7% | -6.3% |
| YTD | +9.3% | -22.5% | +31.8% | +10.6% |
| 1Y | +4.3% | -19.7% | +24.0% | +5.2% |
| 3Y | +27.4% | +81.2% | -53.8% | +6.1% |
| All | +27.4% | +81.8% | -54.4% | +6.1% |
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