+33.6%
USB vs TPG
-9.9%
+43.5%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.3% | +1.9% | -0.7% |
| 7D | +2.1% | -2.9% | +5.0% | +2.7% |
| 30D | -2.3% | +5.0% | -7.3% | -3.5% |
| 3M | +13.9% | +24.9% | -11.0% | +7.6% |
| 6M | +21.6% | +21.1% | +0.5% | +15.6% |
| YTD | +19.3% | -17.3% | +36.6% | +24.5% |
| 1Y | +33.6% | -9.8% | +43.4% | +34.2% |
| All | +33.6% | -9.9% | +43.5% | +34.2% |
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 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