+24.1%
PFE vs TPG
-6.0%
+30.1%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.2% | -1.1% |
| 7D | +1.8% | -2.4% | +4.2% | +2.1% |
| 30D | +10.2% | +11.1% | -0.9% | +8.8% |
| 3M | +12.7% | +26.3% | -13.6% | +9.4% |
| 6M | +10.5% | +18.3% | -7.8% | +7.9% |
| YTD | +20.2% | -14.4% | +34.6% | +22.9% |
| 1Y | +24.1% | -6.7% | +30.8% | +24.0% |
| All | +24.1% | -6.0% | +30.1% | +24.0% |
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