+72.5%
TPG vs SUI
-29.2%
+101.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.1% | -1.5% |
| 7D | +4.2% | -3.8% | +8.0% | +6.2% |
| 30D | +13.5% | +3.9% | +9.6% | +11.2% |
| 3M | -3.3% | +0.2% | -3.5% | -3.6% |
| 6M | +11.8% | -4.2% | +15.9% | +13.3% |
| YTD | -20.9% | -2.5% | -18.3% | -20.7% |
| 1Y | -13.1% | -4.0% | -9.1% | -12.4% |
| 3Y | +72.9% | +16.5% | +56.4% | +48.7% |
| All | +72.5% | -29.2% | +101.7% | +115.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling