-29.3%
DIS vs TPG
+74.1%
-103.4%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.2% |
| 7D | +1.2% | -9.4% | +10.6% | +4.3% |
| 30D | +3.2% | -5.3% | +8.5% | +4.7% |
| 3M | +7.0% | +12.9% | -5.9% | +2.0% |
| 6M | +6.4% | +20.1% | -13.7% | -1.1% |
| YTD | -5.6% | -22.5% | +16.9% | +1.1% |
| 1Y | -7.7% | -19.7% | +12.0% | -2.9% |
| 3Y | +33.2% | +81.2% | -48.0% | -1.6% |
| All | -29.3% | +74.1% | -103.4% | -50.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling