+130.5%
URI vs TPG
+86.5%
+44.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.9% | +5.3% | +3.2% |
| 7D | +5.0% | -6.5% | +11.5% | +8.2% |
| 30D | -9.4% | +0.1% | -9.5% | -10.1% |
| 3M | -5.8% | +14.5% | -20.3% | -12.9% |
| 6M | +25.8% | +17.3% | +8.5% | +12.9% |
| YTD | +27.9% | -20.5% | +48.4% | +42.5% |
| 1Y | +9.7% | -13.2% | +23.0% | +14.8% |
| All | +130.5% | +86.5% | +44.0% | +27.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling