+29.9%
AAPL vs PEG
-6.2%
+36.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.6% | +4.7% | +5.3% |
| 7D | +1.7% | +1.0% | +0.6% | +1.7% |
| 30D | +5.0% | +6.6% | -1.6% | +5.2% |
| 3M | +13.1% | -3.1% | +16.2% | +12.9% |
| 6M | +26.5% | -7.4% | +33.8% | +25.7% |
| YTD | +28.9% | -6.4% | +35.4% | +27.5% |
| 1Y | +29.9% | -7.4% | +37.4% | +28.7% |
| All | +29.9% | -6.2% | +36.1% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 1y: compounded portfolio wealth divided by compounded PEG 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…
1y analysis · Full analysis span regression · 6 months rolling