+80.1%
TPG vs DOC
+49.4%
+30.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.8% | +5.0% | +6.2% |
| 7D | +3.1% | +5.9% | -2.8% | +1.3% |
| 30D | +9.7% | +10.3% | -0.5% | +6.5% |
| 3M | +2.5% | -2.2% | +4.7% | +2.9% |
| 6M | +14.0% | +8.2% | +5.8% | +10.7% |
| YTD | -19.3% | +35.4% | -54.6% | -27.9% |
| 1Y | -5.8% | +23.6% | -29.4% | -13.0% |
| 3Y | +80.1% | +57.3% | +22.9% | +55.1% |
| All | +80.1% | +49.4% | +30.8% | +55.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling