+183.3%
ROIV vs TPG
-16.9%
+200.2%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.5% |
| 7D | +16.9% | -9.4% | +26.3% | +18.1% |
| 30D | +12.9% | -5.3% | +18.1% | +13.2% |
| 3M | +37.3% | +12.9% | +24.4% | +33.6% |
| 6M | +38.0% | +20.1% | +17.9% | +32.9% |
| YTD | +88.1% | -22.5% | +110.6% | +88.2% |
| 1Y | +183.3% | -19.7% | +203.0% | +182.1% |
| All | +183.3% | -16.9% | +200.2% | +182.1% |
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 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