+212.0%
URI vs TPG
+92.2%
+119.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +2.1% |
| 7D | -2.0% | -2.4% | +0.5% | -0.8% |
| 30D | -12.9% | +11.1% | -24.0% | -17.7% |
| 3M | -6.7% | +26.3% | -33.0% | -17.7% |
| 6M | +19.0% | +18.3% | +0.6% | +7.0% |
| YTD | +25.5% | -14.4% | +40.0% | +33.1% |
| 1Y | +5.5% | -6.7% | +12.3% | +5.9% |
| 3Y | +111.3% | +111.5% | -0.1% | +34.1% |
| All | +212.0% | +92.2% | +119.8% | +87.6% |
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