+71.6%
TPG vs DOC
+53.2%
+18.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | +5.0% | -0.9% | +5.9% | +5.4% |
| 30D | +15.7% | +7.7% | +7.9% | +13.1% |
| 3M | -10.6% | -2.0% | -8.6% | -10.2% |
| 6M | +15.9% | +5.9% | +10.1% | +13.3% |
| YTD | -20.6% | +31.8% | -52.5% | -28.5% |
| 1Y | -11.8% | +22.5% | -34.3% | -18.4% |
| 3Y | +71.6% | +54.7% | +16.8% | +47.0% |
| All | +71.6% | +53.2% | +18.4% | +47.0% |
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