-43.0%
APP vs PEG
-5.5%
-37.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.7% | -3.4% | -2.6% |
| 7D | +0.1% | +1.0% | -0.9% | +0.2% |
| 30D | -10.0% | -1.9% | -8.2% | -10.1% |
| 3M | -44.6% | -3.7% | -41.0% | -45.0% |
| 6M | -37.9% | -9.4% | -28.4% | -38.1% |
| YTD | -53.7% | -6.0% | -47.7% | -55.5% |
| 1Y | -43.0% | -4.4% | -38.6% | -47.0% |
| All | -43.0% | -5.5% | -37.4% | -47.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling