+207.5%
PH vs TPG
+78.6%
+129.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.9% | +3.3% | +0.9% |
| 7D | 0.0% | -6.5% | +6.5% | +2.6% |
| 30D | -10.3% | +0.1% | -10.4% | -10.7% |
| 3M | +5.1% | +14.5% | -9.5% | -1.3% |
| 6M | +2.3% | +17.3% | -15.0% | -5.8% |
| YTD | +8.7% | -20.5% | +29.2% | +17.1% |
| 1Y | +26.8% | -13.2% | +40.0% | +30.4% |
| 3Y | +139.2% | +87.7% | +51.5% | +74.2% |
| All | +207.5% | +78.6% | +129.0% | +115.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling