-12.0%
TPG vs DOC
+21.9%
-33.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.6% |
| 7D | +4.2% | 0.0% | +4.2% | +4.2% |
| 30D | +13.5% | +6.6% | +6.9% | +12.3% |
| 3M | -3.3% | -1.1% | -2.2% | -3.6% |
| 6M | +11.8% | +4.8% | +6.9% | +10.2% |
| YTD | -20.9% | +32.1% | -53.0% | -22.1% |
| All | -12.0% | +21.9% | -33.9% | -14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 1y: compounded portfolio wealth divided by compounded DOC 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…
1y analysis · Full analysis span regression · 6 months rolling