+30.2%
DIS vs TPG
+86.5%
-56.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.9% | +3.1% | +0.2% |
| 7D | -3.5% | -6.5% | +3.0% | -1.8% |
| 30D | +1.0% | +0.1% | +0.9% | +0.7% |
| 3M | +5.7% | +14.5% | -8.8% | +1.3% |
| 6M | +3.3% | +17.3% | -14.1% | -2.2% |
| YTD | -7.7% | -20.5% | +12.8% | -2.5% |
| 1Y | -10.0% | -13.2% | +3.3% | -7.9% |
| All | +30.2% | +86.5% | -56.3% | +0.2% |
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 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