+137.1%
PH vs TPG
+78.9%
+58.2%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.0% | +2.5% | 0.0% |
| 7D | -3.1% | -11.8% | +8.7% | +1.8% |
| 30D | -11.8% | -6.3% | -5.5% | -9.9% |
| 3M | +6.9% | +13.6% | -6.6% | +0.5% |
| 6M | -1.3% | +13.8% | -15.1% | -8.3% |
| YTD | +7.0% | -23.7% | +30.7% | +18.7% |
| 1Y | +23.1% | -18.2% | +41.3% | +30.6% |
| All | +137.1% | +78.9% | +58.2% | +62.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling