+235.1%
THC vs TPG
+71.4%
+163.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.0% | +2.0% | -0.9% |
| 7D | 0.0% | -11.8% | +11.8% | +3.8% |
| 30D | +1.5% | -6.3% | +7.8% | +3.2% |
| 3M | +59.9% | +13.6% | +46.3% | +52.8% |
| 6M | +11.0% | +13.8% | -2.9% | +5.3% |
| YTD | +32.6% | -23.7% | +56.3% | +42.1% |
| 1Y | +37.4% | -18.2% | +55.5% | +42.4% |
| 3Y | +252.5% | +80.1% | +172.4% | +143.3% |
| All | +235.1% | +71.4% | +163.7% | +117.2% |
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 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