+80.4%
TPG vs SUI
-29.7%
+110.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -2.6% |
| 7D | -2.9% | -3.1% | +0.3% | -1.4% |
| 30D | +5.0% | -2.3% | +7.4% | +6.2% |
| 3M | +24.9% | -2.8% | +27.7% | +26.0% |
| 6M | +21.1% | -12.4% | +33.4% | +28.5% |
| YTD | -17.3% | -3.3% | -14.0% | -16.7% |
| 1Y | -9.8% | -5.8% | -4.0% | -8.1% |
| 3Y | +95.4% | +12.5% | +82.9% | +71.6% |
| All | +80.4% | -29.7% | +110.1% | +126.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling