+71.0%
DRI vs TPG
+85.9%
-14.9%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.3% | +1.5% | -1.0% |
| 7D | -1.2% | -2.9% | +1.6% | -0.6% |
| 30D | -0.4% | +5.0% | -5.4% | -1.8% |
| 3M | +9.5% | +24.9% | -15.4% | +3.1% |
| 6M | +6.5% | +21.1% | -14.6% | +0.6% |
| YTD | +18.4% | -17.3% | +35.7% | +22.9% |
| 1Y | +4.2% | -9.8% | +14.0% | +5.1% |
| 3Y | +57.1% | +95.4% | -38.3% | +22.5% |
| All | +71.0% | +85.9% | -14.9% | +24.2% |
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