+336.8%
ROIV vs TPG
+75.0%
+261.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.2% |
| 7D | +1.7% | +5.0% | -3.4% | +0.4% |
| 30D | +17.6% | +15.7% | +1.9% | +13.4% |
| 3M | +9.0% | -10.6% | +19.5% | +11.6% |
| 6M | +35.3% | +15.9% | +19.3% | +28.8% |
| YTD | +82.2% | -20.6% | +102.8% | +90.5% |
| 1Y | +92.3% | -11.8% | +104.0% | +94.4% |
| 3Y | +336.8% | +71.6% | +265.2% | +238.3% |
| All | +336.8% | +75.0% | +261.8% | +238.3% |
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