+73.1%
TPG vs SUI
-28.5%
+101.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.2% |
| 7D | +5.0% | -1.5% | +6.5% | +5.8% |
| 30D | +15.7% | +3.7% | +11.9% | +13.5% |
| 3M | -10.6% | -0.4% | -10.2% | -10.6% |
| 6M | +15.9% | -2.8% | +18.7% | +16.7% |
| YTD | -20.6% | -1.6% | -19.0% | -20.8% |
| 1Y | -11.8% | -2.1% | -9.7% | -11.9% |
| 3Y | +71.6% | +18.5% | +53.1% | +46.2% |
| All | +73.1% | -28.5% | +101.6% | +114.7% |
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 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