+139.5%
TER vs TPG
+85.9%
+53.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.3% | +7.5% | +5.8% |
| 7D | +11.0% | -2.9% | +13.8% | +12.3% |
| 30D | -1.9% | +5.0% | -6.9% | -4.8% |
| 3M | -0.7% | +24.9% | -25.6% | -11.8% |
| 6M | +36.4% | +21.1% | +15.3% | +22.1% |
| YTD | +92.4% | -17.3% | +109.7% | +105.6% |
| 1Y | +213.5% | -9.8% | +223.3% | +218.1% |
| 3Y | +277.2% | +95.4% | +181.8% | +145.6% |
| All | +139.5% | +85.9% | +53.6% | +39.8% |
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