+337.5%
AMD vs PEG
+35.8%
+301.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.1% | +4.8% | +4.8% |
| 7D | +2.6% | +0.7% | +1.9% | +2.3% |
| 30D | -0.9% | -2.4% | +1.5% | +0.1% |
| 3M | -8.7% | -4.8% | -3.9% | -7.3% |
| 6M | +136.3% | -10.7% | +147.0% | +146.7% |
| YTD | +123.0% | -6.7% | +129.7% | +128.1% |
| 1Y | +195.2% | -6.8% | +202.0% | +201.6% |
| 3Y | +336.3% | +34.5% | +301.9% | +287.6% |
| All | +337.5% | +35.8% | +301.7% | +285.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling