+66.3%
TPG vs SUI
-31.3%
+97.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -3.1% | -3.6% |
| 7D | -11.8% | -4.1% | -7.7% | -10.0% |
| 30D | -6.3% | -3.2% | -3.1% | -4.8% |
| 3M | +13.6% | -8.4% | +22.0% | +18.0% |
| 6M | +13.8% | -14.4% | +28.2% | +22.2% |
| YTD | -23.7% | -5.5% | -18.2% | -22.3% |
| 1Y | -18.2% | -7.3% | -10.8% | -15.9% |
| 3Y | +80.1% | +9.9% | +70.3% | +60.1% |
| All | +66.3% | -31.3% | +97.7% | +110.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling