+73.3%
TPG vs SUI
-30.7%
+104.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.4% | -2.6% | -3.3% |
| 7D | -6.5% | -4.3% | -2.2% | -4.5% |
| 30D | +0.1% | -2.1% | +2.2% | +1.1% |
| 3M | +14.5% | -6.1% | +20.6% | +17.5% |
| 6M | +17.3% | -12.8% | +30.1% | +24.8% |
| YTD | -20.5% | -4.6% | -15.9% | -19.4% |
| 1Y | -13.2% | -7.7% | -5.5% | -10.7% |
| 3Y | +87.7% | +10.9% | +76.8% | +66.0% |
| All | +73.3% | -30.7% | +104.0% | +118.7% |
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