+15.7%
PTC vs TPG
+85.9%
-70.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.3% | -2.2% | -4.4% |
| 7D | -12.8% | -2.9% | -9.9% | -11.9% |
| 30D | -9.8% | +5.0% | -14.8% | -11.2% |
| 3M | -2.1% | +24.9% | -27.0% | -9.4% |
| 6M | -18.1% | +21.1% | -39.2% | -23.9% |
| YTD | -23.5% | -17.3% | -6.2% | -19.2% |
| 1Y | -37.4% | -9.8% | -27.5% | -36.2% |
| 3Y | -7.2% | +95.4% | -102.6% | -32.1% |
| All | +15.7% | +85.9% | -70.2% | -20.1% |
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