-63.5%
U vs TPG
+78.6%
-142.1%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.9% | +3.4% | +2.8% |
| 7D | +4.4% | -6.5% | +10.9% | +10.2% |
| 30D | -1.3% | +0.1% | -1.4% | -2.3% |
| 3M | +49.6% | +14.5% | +35.1% | +31.0% |
| 6M | +100.2% | +17.3% | +82.9% | +69.4% |
| YTD | -3.7% | -20.5% | +16.8% | +15.1% |
| 1Y | -6.5% | -13.2% | +6.7% | +1.7% |
| 3Y | +12.9% | +87.7% | -74.8% | -47.4% |
| All | -63.5% | +78.6% | -142.1% | -83.2% |
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