-64.7%
PATH vs TPG
+78.3%
-143.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.1% |
| 7D | +2.1% | +5.0% | -3.0% | -1.3% |
| 30D | +1.6% | +15.7% | -14.1% | -8.5% |
| 3M | -20.4% | -10.6% | -9.9% | -15.1% |
| 6M | +40.1% | +15.9% | +24.2% | +25.6% |
| YTD | -19.0% | -20.6% | +1.6% | -8.4% |
| 1Y | -5.8% | -11.8% | +5.9% | -1.5% |
| 3Y | -22.9% | +71.6% | -94.5% | -54.6% |
| All | -64.7% | +78.3% | -143.0% | -82.6% |
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