-36.8%
PTC vs TPG
-16.9%
-19.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +1.2% |
| 7D | -7.3% | -9.4% | +2.2% | -4.8% |
| 30D | -11.6% | -5.3% | -6.4% | -10.2% |
| 3M | +10.5% | +12.9% | -2.5% | +8.0% |
| 6M | -17.8% | +20.1% | -37.9% | -20.9% |
| YTD | -24.9% | -22.5% | -2.4% | -20.5% |
| 1Y | -36.8% | -19.7% | -17.1% | -33.4% |
| All | -36.8% | -16.9% | -19.9% | -33.4% |
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