+5,998.7%
APD vs PEG
+2,889.6%
+3,109.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.2% |
| 7D | -3.7% | -2.3% | -1.4% | -2.7% |
| 30D | +9.6% | +1.2% | +8.4% | +9.0% |
| 3M | +1.6% | -2.4% | +4.0% | +2.5% |
| 6M | +2.2% | -6.9% | +9.0% | +4.9% |
| YTD | +25.9% | -7.2% | +33.1% | +28.8% |
| 1Y | +20.1% | -8.9% | +29.0% | +23.9% |
| 3Y | +12.4% | +27.1% | -14.7% | -0.6% |
| 5Y | +11.1% | +33.8% | -22.7% | -4.6% |
| 10Y | +190.1% | +150.2% | +40.0% | +88.3% |
| All | +5,998.7% | +2,889.6% | +3,109.1% | +1,472.4% |
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