+36.0%
DIS vs TRGP
+247.0%
-211.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.4% | -1.4% | +1.4% |
| 7D | +5.3% | -7.2% | +12.5% | +6.6% |
| 30D | +10.2% | -4.2% | +14.4% | +10.7% |
| 3M | +13.5% | +7.0% | +6.6% | +11.1% |
| 6M | +11.1% | +11.2% | -0.1% | +6.8% |
| YTD | +5.5% | +51.1% | -45.6% | -8.3% |
| 1Y | +9.1% | +62.0% | -52.9% | -7.4% |
| 3Y | +36.0% | +248.2% | -212.2% | -7.9% |
| All | +36.0% | +247.0% | -211.0% | -7.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling