+373.4%
AMD vs PEG
+33.3%
+340.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.5% | +7.8% | +7.5% |
| 7D | +13.1% | +1.5% | +11.7% | +12.6% |
| 30D | -7.0% | +5.0% | -11.9% | -8.9% |
| 3M | +16.6% | -0.3% | +16.9% | +16.6% |
| 6M | +20.5% | -2.7% | +23.2% | +20.9% |
| YTD | +158.2% | -5.1% | +163.2% | +161.6% |
| 1Y | +132.8% | -8.3% | +141.0% | +139.7% |
| All | +373.4% | +33.3% | +340.1% | +410.3% |
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