-8.3%
TPG vs EQH
+12.7%
-21.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -5.7% | -1.1% | -3.4% |
| 7D | -2.5% | -3.1% | +0.6% | -0.4% |
| 30D | +3.9% | -2.9% | +6.9% | +6.0% |
| 3M | -1.4% | +3.1% | -4.5% | -3.1% |
| 6M | +5.0% | +21.8% | -16.8% | -7.4% |
| YTD | -24.0% | +13.3% | -37.4% | -26.3% |
| 1Y | -8.3% | +20.1% | -28.4% | -15.0% |
| All | -8.3% | +12.7% | -21.0% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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