+37,071.1%
ADI vs PEG
+2,907.1%
+34,164.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.8% | +1.7% |
| 7D | +0.4% | +0.7% | -0.3% | +0.2% |
| 30D | -3.8% | -2.4% | -1.4% | -3.0% |
| 3M | -15.3% | -4.8% | -10.5% | -14.0% |
| 6M | +6.7% | -10.7% | +17.4% | +10.6% |
| YTD | +34.8% | -6.7% | +41.4% | +37.3% |
| 1Y | +49.0% | -6.8% | +55.9% | +51.7% |
| 3Y | +108.1% | +34.5% | +73.6% | +84.4% |
| 5Y | +142.4% | +35.8% | +106.7% | +112.6% |
| 10Y | +589.9% | +141.7% | +448.2% | +388.4% |
| All | +37,071.1% | +2,907.1% | +34,164.1% | +10,616.1% |
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