+136,904.1%
AAPL vs PEG
+3,024.2%
+133,879.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.1% | 0.0% |
| 7D | +4.1% | +4.5% | -0.4% | +2.8% |
| 30D | +4.0% | +7.5% | -3.6% | +1.8% |
| 3M | +16.8% | +0.8% | +16.0% | +16.4% |
| 6M | +19.4% | 0.0% | +19.4% | +19.1% |
| YTD | +31.5% | -3.0% | +34.5% | +31.9% |
| 1Y | +31.0% | -4.7% | +35.7% | +32.0% |
| 3Y | +95.3% | +36.5% | +58.8% | +74.4% |
| 5Y | +143.4% | +44.4% | +99.0% | +112.6% |
| 10Y | +1,330.5% | +170.2% | +1,160.3% | +930.0% |
| All | +136,904.1% | +3,024.2% | +133,879.9% | +45,772.5% |
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