+96.7%
DGX vs TPG
+81.8%
+14.9%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.6% |
| 7D | -0.9% | -9.4% | +8.5% | -0.5% |
| 30D | -1.2% | -5.3% | +4.1% | -1.0% |
| 3M | +15.8% | +12.9% | +2.9% | +15.2% |
| 6M | +18.2% | +20.1% | -1.9% | +17.3% |
| YTD | +37.2% | -22.5% | +59.7% | +38.4% |
| 1Y | +30.4% | -19.7% | +50.0% | +31.3% |
| 3Y | +96.7% | +81.2% | +15.5% | +78.7% |
| All | +96.7% | +81.8% | +14.9% | +78.7% |
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