+72.9%
PBR vs TPG
+0.9%
+72.0%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +3.7% | -10.6% | -6.3% |
| 7D | -11.0% | +12.5% | -23.5% | -9.0% |
| 30D | -18.8% | +12.7% | -31.5% | -16.9% |
| 3M | +7.8% | +3.5% | +4.3% | +9.0% |
| 6M | -7.6% | +14.1% | -21.7% | -5.2% |
| YTD | +72.7% | -18.5% | +91.1% | +73.2% |
| 1Y | +72.9% | -1.8% | +74.7% | +71.9% |
| All | +72.9% | +0.9% | +72.0% | +71.9% |
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