+68.5%
DRI vs TPG
+74.1%
-5.6%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | +0.8% |
| 7D | -3.2% | -9.4% | +6.2% | -0.9% |
| 30D | -7.8% | -5.3% | -2.6% | -6.9% |
| 3M | +0.4% | +12.9% | -12.6% | -3.2% |
| 6M | +4.8% | +20.1% | -15.3% | -0.9% |
| YTD | +16.7% | -22.5% | +39.2% | +23.0% |
| 1Y | +1.5% | -19.7% | +21.2% | +5.4% |
| 3Y | +56.3% | +81.2% | -24.9% | +24.1% |
| All | +68.5% | +74.1% | -5.6% | +24.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling