+36.3%
DIS vs TRGP
+762.8%
-726.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | -0.6% |
| 7D | +4.4% | -5.8% | +10.2% | +5.7% |
| 30D | +10.3% | -1.5% | +11.8% | +10.4% |
| 3M | +15.5% | +6.1% | +9.4% | +13.3% |
| 6M | +11.2% | +14.4% | -3.2% | +6.5% |
| YTD | +5.6% | +55.3% | -49.8% | -6.5% |
| 1Y | +7.7% | +69.1% | -61.4% | -6.7% |
| 3Y | +39.3% | +254.3% | -215.0% | -0.3% |
| 5Y | -29.5% | +471.4% | -500.9% | -55.3% |
| 10Y | +36.3% | +773.0% | -736.8% | -31.8% |
| All | +36.3% | +762.8% | -726.5% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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