+78.2%
AAPL vs PEG
+32.2%
+46.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | -0.1% |
| 7D | -3.0% | -0.1% | -2.9% | -3.0% |
| 30D | +2.3% | -1.7% | +4.0% | +2.5% |
| 3M | +8.6% | -6.8% | +15.4% | +9.6% |
| 6M | +21.6% | -11.4% | +32.9% | +23.4% |
| YTD | +16.3% | -7.2% | +23.5% | +17.0% |
| 1Y | +35.1% | -6.1% | +41.2% | +35.4% |
| All | +78.2% | +32.2% | +46.0% | +67.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling