+194.7%
SU vs TPG
+74.1%
+120.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.8% | -0.4% |
| 7D | +2.2% | -9.4% | +11.6% | +4.0% |
| 30D | +8.4% | -5.3% | +13.7% | +9.3% |
| 3M | +12.1% | +12.9% | -0.8% | +8.9% |
| 6M | +19.7% | +20.1% | -0.4% | +14.1% |
| YTD | +58.4% | -22.5% | +80.9% | +65.8% |
| 1Y | +67.2% | -19.7% | +86.9% | +72.8% |
| 3Y | +125.0% | +81.2% | +43.8% | +84.1% |
| All | +194.7% | +74.1% | +120.6% | +142.4% |
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 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