+553.0%
AMZN vs PEG
+148.3%
+404.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -2.7% | -0.9% | -1.8% | -2.5% |
| 30D | -7.5% | -2.8% | -4.7% | -6.9% |
| 3M | +5.8% | -6.9% | +12.8% | +7.6% |
| 6M | +17.5% | -11.4% | +28.9% | +20.8% |
| YTD | +9.1% | -7.4% | +16.5% | +10.7% |
| 1Y | +9.4% | -8.3% | +17.6% | +11.0% |
| 3Y | +82.2% | +31.5% | +50.7% | +65.6% |
| 5Y | +45.2% | +38.0% | +7.3% | +30.0% |
| All | +553.0% | +148.3% | +404.7% | +399.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling