+121,410.5%
AAPL vs PEG
+2,929.1%
+118,481.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.4% |
| 7D | -2.7% | +1.0% | -3.8% | -3.0% |
| 30D | +1.0% | -1.9% | +2.9% | +1.6% |
| 3M | +5.0% | -3.7% | +8.6% | +6.0% |
| 6M | +23.0% | -9.4% | +32.5% | +26.3% |
| YTD | +16.6% | -6.0% | +22.6% | +18.2% |
| 1Y | +33.4% | -4.4% | +37.8% | +34.2% |
| 3Y | +79.9% | +33.5% | +46.3% | +61.7% |
| 5Y | +109.0% | +35.7% | +73.3% | +86.0% |
| 10Y | +1,210.4% | +140.4% | +1,070.0% | +874.7% |
| All | +121,410.5% | +2,929.1% | +118,481.4% | +40,997.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling