+78.3%
TPG vs BUD
+43.8%
+34.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -4.0% |
| 7D | -11.8% | -3.2% | -8.6% | -11.4% |
| 30D | -6.3% | -3.7% | -2.6% | -5.8% |
| 3M | +13.6% | -4.4% | +18.0% | +14.0% |
| 6M | +13.8% | +7.7% | +6.1% | +12.1% |
| YTD | -23.7% | +23.1% | -46.8% | -27.1% |
| 1Y | -18.2% | +33.6% | -51.8% | -23.1% |
| All | +78.3% | +43.8% | +34.5% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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