+1,278.0%
AAPL vs PEG
+148.0%
+1,130.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.9% | +1.8% |
| 7D | +3.8% | -0.9% | +4.7% | +4.2% |
| 30D | +9.9% | -3.7% | +13.7% | +11.4% |
| 3M | +12.5% | -7.3% | +19.8% | +15.5% |
| 6M | +27.6% | -10.5% | +38.1% | +32.3% |
| YTD | +22.6% | -7.5% | +30.1% | +25.2% |
| 1Y | +45.0% | -8.7% | +53.7% | +48.5% |
| 3Y | +87.8% | +31.4% | +56.4% | +61.9% |
| 5Y | +128.7% | +37.8% | +90.9% | +91.2% |
| All | +1,278.0% | +148.0% | +1,130.0% | +882.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling