+218.6%
PL vs TPG
+85.9%
+132.7%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.3% | +1.6% | +0.4% |
| 7D | -7.5% | -2.9% | -4.7% | -5.9% |
| 30D | -25.6% | +5.0% | -30.6% | -28.4% |
| 3M | -45.6% | +24.9% | -70.5% | -53.7% |
| 6M | -29.5% | +21.1% | -50.6% | -39.5% |
| YTD | -9.7% | -17.3% | +7.6% | -0.8% |
| 1Y | +84.4% | -9.8% | +94.2% | +88.9% |
| 3Y | +550.0% | +95.4% | +454.6% | +307.2% |
| All | +218.6% | +85.9% | +132.7% | +88.2% |
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 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