+278.4%
TER vs TPG
+78.9%
+199.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.0% | +0.5% | -1.7% |
| 7D | +9.4% | -11.8% | +21.2% | +15.4% |
| 30D | -2.4% | -6.3% | +3.8% | -0.4% |
| 3M | +6.5% | +13.6% | -7.0% | -0.8% |
| 6M | +23.2% | +13.8% | +9.3% | +13.9% |
| YTD | +91.5% | -23.7% | +115.2% | +112.3% |
| 1Y | +214.8% | -18.2% | +233.0% | +234.0% |
| All | +278.4% | +78.9% | +199.5% | +156.2% |
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