-65.4%
PATH vs TPG
+69.8%
-135.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.3% |
| 7D | -5.3% | -0.4% | -4.9% | -5.3% |
| 30D | -0.5% | +4.5% | -5.0% | -4.2% |
| 3M | -7.1% | -3.1% | -4.0% | -5.6% |
| 6M | +23.8% | +5.8% | +18.0% | +18.0% |
| YTD | -20.7% | -24.4% | +3.7% | -7.2% |
| 1Y | -8.1% | -11.1% | +3.0% | -4.5% |
| 3Y | -21.8% | +77.5% | -99.3% | -55.4% |
| All | -65.4% | +69.8% | -135.2% | -82.4% |
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