+144.4%
TER vs TPG
+74.1%
+70.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +1.8% |
| 7D | +6.4% | -9.4% | +15.8% | +11.2% |
| 30D | -5.7% | -5.3% | -0.4% | -4.0% |
| 3M | -0.4% | +12.9% | -13.3% | -7.3% |
| 6M | +25.8% | +20.1% | +5.7% | +13.0% |
| YTD | +96.4% | -22.5% | +118.9% | +116.3% |
| 1Y | +229.2% | -19.7% | +248.9% | +254.0% |
| 3Y | +288.1% | +81.2% | +206.9% | +161.7% |
| All | +144.4% | +74.1% | +70.3% | +47.0% |
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