+146.5%
TRV vs TPG
+71.4%
+75.1%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.0% | +4.6% | +1.0% |
| 7D | -1.5% | -11.8% | +10.4% | -0.2% |
| 30D | -1.8% | -6.3% | +4.4% | -1.2% |
| 3M | +21.6% | +13.6% | +8.0% | +19.6% |
| 6M | +22.5% | +13.8% | +8.6% | +20.1% |
| YTD | +28.1% | -23.7% | +51.9% | +31.7% |
| 1Y | +37.0% | -18.2% | +55.2% | +39.2% |
| 3Y | +141.9% | +80.1% | +61.7% | +119.2% |
| All | +146.5% | +71.4% | +75.1% | +116.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling