-10.2%
PTC vs TPG
+78.9%
-89.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.0% | +3.9% | +1.1% |
| 7D | -14.2% | -11.8% | -2.4% | -10.7% |
| 30D | -14.4% | -6.3% | -8.2% | -12.6% |
| 3M | -4.7% | +13.6% | -18.3% | -8.4% |
| 6M | -19.3% | +13.8% | -33.1% | -22.9% |
| YTD | -26.1% | -23.7% | -2.4% | -20.1% |
| 1Y | -37.1% | -18.2% | -18.9% | -33.8% |
| All | -10.2% | +78.9% | -89.1% | -31.4% |
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 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