+86.6%
TPG vs DOC
-24.9%
+111.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -0.2% |
| 7D | -2.4% | -1.5% | -1.0% | -1.8% |
| 30D | +11.1% | -4.8% | +15.8% | +13.5% |
| 3M | +26.3% | +6.9% | +19.4% | +21.6% |
| 6M | +18.3% | +20.7% | -2.4% | +6.3% |
| YTD | -14.4% | +34.1% | -48.6% | -27.7% |
| 1Y | -6.7% | +22.6% | -29.4% | -17.6% |
| 3Y | +111.5% | +20.8% | +90.6% | +85.7% |
| All | +86.6% | -24.9% | +111.5% | +125.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling