-62.3%
U vs TPG
+74.1%
-136.4%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.6% | +2.9% | +3.1% |
| 7D | +5.5% | -9.4% | +14.9% | +14.4% |
| 30D | -1.3% | -5.3% | +4.0% | +2.3% |
| 3M | +64.6% | +12.9% | +51.7% | +45.6% |
| 6M | +119.4% | +20.1% | +99.3% | +81.5% |
| YTD | -0.5% | -22.5% | +22.0% | +21.4% |
| 1Y | +1.3% | -19.7% | +21.0% | +18.2% |
| 3Y | +15.6% | +81.2% | -65.6% | -44.5% |
| All | -62.3% | +74.1% | -136.4% | -82.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling