+11.7%
PTC vs TPG
+71.4%
-59.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.0% | +3.9% | +1.3% |
| 7D | -14.2% | -11.8% | -2.4% | -10.4% |
| 30D | -14.4% | -6.3% | -8.2% | -12.5% |
| 3M | -4.7% | +13.6% | -18.3% | -8.9% |
| 6M | -19.3% | +13.8% | -33.1% | -23.4% |
| YTD | -26.1% | -23.7% | -2.4% | -19.8% |
| 1Y | -37.1% | -18.2% | -18.9% | -33.8% |
| 3Y | -10.4% | +80.1% | -90.5% | -32.5% |
| All | +11.7% | +71.4% | -59.6% | -20.6% |
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