-38.4%
TRI vs TPG
-6.0%
-32.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.1% | -4.4% | -4.9% |
| 7D | -0.5% | -2.4% | +1.9% | +0.6% |
| 30D | +7.9% | +11.1% | -3.2% | +3.0% |
| 3M | +24.1% | +26.3% | -2.2% | +12.2% |
| 6M | +3.8% | +18.3% | -14.5% | -3.3% |
| YTD | -16.9% | -14.4% | -2.4% | -12.7% |
| 1Y | -38.4% | -6.7% | -31.7% | -37.4% |
| All | -38.4% | -6.0% | -32.4% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 1y: compounded portfolio wealth divided by compounded TPG 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…
1y analysis · Full analysis span regression · 6 months rolling