+69.0%
TPG vs URA
+104.5%
-35.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.3% | +4.9% | +2.8% |
| 7D | -9.4% | -5.5% | -3.9% | -7.7% |
| 30D | -5.3% | -3.7% | -1.6% | -4.3% |
| 3M | +12.9% | -2.9% | +15.8% | +13.4% |
| 6M | +20.1% | -15.2% | +35.3% | +24.8% |
| YTD | -22.5% | +1.9% | -24.4% | -26.6% |
| 1Y | -19.7% | +6.9% | -26.6% | -27.3% |
| 3Y | +81.2% | +99.6% | -18.4% | +16.6% |
| All | +69.0% | +104.5% | -35.5% | +1.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling