+40,736.5%
ADI vs PEG
+3,024.2%
+37,712.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.4% | -4.2% | -3.3% |
| 7D | +9.5% | +4.5% | +5.0% | +7.8% |
| 30D | -1.4% | +7.5% | -8.9% | -3.9% |
| 3M | +4.7% | +0.8% | +3.9% | +4.2% |
| 6M | -7.4% | 0.0% | -7.4% | -7.8% |
| YTD | +48.1% | -3.0% | +51.1% | +48.6% |
| 1Y | +69.6% | -4.7% | +74.4% | +71.3% |
| 3Y | +144.4% | +36.5% | +107.9% | +115.5% |
| 5Y | +134.1% | +44.4% | +89.8% | +100.9% |
| 10Y | +632.8% | +170.2% | +462.5% | +399.8% |
| All | +40,736.5% | +3,024.2% | +37,712.3% | +11,500.4% |
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