+56.3%
DRI vs TPG
+81.8%
-25.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | +0.8% |
| 7D | -3.2% | -9.4% | +6.2% | -1.5% |
| 30D | -7.8% | -5.3% | -2.6% | -7.1% |
| 3M | +0.4% | +12.9% | -12.6% | -2.5% |
| 6M | +4.8% | +20.1% | -15.3% | +0.2% |
| YTD | +16.7% | -22.5% | +39.2% | +22.0% |
| 1Y | +1.5% | -19.7% | +21.2% | +4.8% |
| 3Y | +56.3% | +81.2% | -24.9% | +37.9% |
| All | +56.3% | +81.8% | -25.6% | +37.9% |
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