+295.8%
AMD vs PEG
+42.5%
+253.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.7% | +5.2% | +5.6% |
| 7D | +44.7% | +2.3% | +42.4% | +43.4% |
| 30D | -3.3% | +6.1% | -9.5% | -6.0% |
| 3M | +21.2% | -0.5% | +21.7% | +21.2% |
| 6M | +30.6% | -3.2% | +33.7% | +31.5% |
| YTD | +173.3% | -4.4% | +177.7% | +176.5% |
| 1Y | +126.1% | -7.4% | +133.5% | +132.2% |
| 3Y | +393.5% | +33.9% | +359.6% | +331.8% |
| 5Y | +295.8% | +42.3% | +253.5% | +231.8% |
| All | +295.8% | +42.5% | +253.3% | +231.8% |
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 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