+3.7%
U vs TPG
-6.0%
+9.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.4% |
| 7D | -3.8% | -2.4% | -1.4% | -2.4% |
| 30D | +17.5% | +11.1% | +6.4% | +10.1% |
| 3M | +38.7% | +26.3% | +12.5% | +20.2% |
| 6M | +104.4% | +18.3% | +86.1% | +84.7% |
| YTD | -5.7% | -14.4% | +8.7% | +0.3% |
| 1Y | +3.7% | -6.7% | +10.4% | +8.1% |
| All | +3.7% | -6.0% | +9.7% | +8.1% |
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