-30.1%
DIS vs TPG
+92.2%
-122.4%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.4% |
| 7D | -2.6% | -2.4% | -0.1% | -1.8% |
| 30D | +3.5% | +11.1% | -7.6% | -0.2% |
| 3M | +6.8% | +26.3% | -19.4% | -1.7% |
| 6M | +3.0% | +18.3% | -15.4% | -3.6% |
| YTD | -6.7% | -14.4% | +7.7% | -3.1% |
| 1Y | -10.1% | -6.7% | -3.4% | -10.0% |
| 3Y | +33.0% | +111.5% | -78.4% | -6.7% |
| All | -30.1% | +92.2% | -122.4% | -52.7% |
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 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