+78.3%
TPG vs URA
+107.9%
-29.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.0% | -0.1% | -2.9% |
| 7D | -11.8% | -1.5% | -10.3% | -11.4% |
| 30D | -6.3% | -0.4% | -5.9% | -6.3% |
| 3M | +13.6% | +6.3% | +7.3% | +11.1% |
| 6M | +13.8% | -14.0% | +27.8% | +17.1% |
| YTD | -23.7% | +5.3% | -29.0% | -27.9% |
| 1Y | -18.2% | +11.7% | -29.8% | -26.0% |
| All | +78.3% | +107.9% | -29.5% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 3y: compounded portfolio wealth divided by compounded URA 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…
3y analysis · Full analysis span regression · 6 months rolling