-25.8%
TECH vs TPG
+74.1%
-100.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.6% | -0.6% |
| 7D | -0.4% | -9.4% | +9.0% | +3.4% |
| 30D | 0.0% | -5.3% | +5.2% | +1.6% |
| 3M | +33.7% | +12.9% | +20.7% | +26.0% |
| 6M | +34.9% | +20.1% | +14.8% | +24.2% |
| YTD | +23.2% | -22.5% | +45.7% | +33.6% |
| 1Y | +36.3% | -19.7% | +56.0% | +45.0% |
| 3Y | +2.3% | +81.2% | -78.9% | -25.4% |
| All | -25.8% | +74.1% | -100.0% | -48.6% |
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