+123.4%
ADI vs PEG
+31.8%
+91.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.1% | +5.0% | +4.9% |
| 7D | +4.6% | -0.9% | +5.4% | +4.8% |
| 30D | -1.2% | -3.7% | +2.5% | -0.1% |
| 3M | -7.8% | -7.3% | -0.5% | -6.0% |
| 6M | +19.3% | -10.5% | +29.8% | +22.9% |
| YTD | +40.9% | -7.5% | +48.4% | +43.2% |
| 1Y | +54.5% | -8.7% | +63.2% | +57.5% |
| 3Y | +123.4% | +31.4% | +92.1% | +103.8% |
| All | +123.4% | +31.8% | +91.6% | +103.8% |
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