+124.8%
AAPL vs PEG
+35.4%
+89.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.2% | +3.7% | +3.6% |
| 7D | -0.5% | -0.9% | +0.4% | -0.3% |
| 30D | +7.1% | -2.8% | +9.9% | +7.9% |
| 3M | +12.1% | -6.9% | +19.0% | +14.3% |
| 6M | +25.4% | -11.4% | +36.8% | +29.4% |
| YTD | +20.5% | -7.4% | +27.8% | +22.3% |
| 1Y | +44.5% | -8.3% | +52.8% | +46.9% |
| 3Y | +85.8% | +31.5% | +54.2% | +60.0% |
| 5Y | +124.8% | +38.0% | +86.8% | +90.6% |
| All | +124.8% | +35.4% | +89.3% | +90.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling