+6.0%
O vs TPG
+74.1%
-68.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.3% |
| 7D | -2.9% | -9.4% | +6.6% | -1.9% |
| 30D | -4.5% | -5.3% | +0.7% | -4.1% |
| 3M | -2.6% | +12.9% | -15.6% | -4.1% |
| 6M | -5.6% | +20.1% | -25.7% | -7.8% |
| YTD | +9.3% | -22.5% | +31.8% | +12.1% |
| 1Y | +4.3% | -19.7% | +24.0% | +6.2% |
| 3Y | +27.4% | +81.2% | -53.8% | +8.9% |
| All | +6.0% | +74.1% | -68.2% | -12.4% |
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 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