+18.4%
U vs TPG
+0.9%
+17.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.7% | +1.2% | +2.9% |
| 7D | +7.5% | +12.5% | -5.0% | +0.7% |
| 30D | -7.0% | +12.7% | -19.8% | -13.3% |
| 3M | +20.6% | +3.5% | +17.0% | +17.2% |
| 6M | +53.2% | +14.1% | +39.1% | +40.8% |
| YTD | -3.9% | -18.5% | +14.6% | +2.7% |
| 1Y | +18.4% | -1.8% | +20.2% | +38.8% |
| All | +18.4% | +0.9% | +17.4% | +38.8% |
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