+146.5%
ASX vs PEG
-6.2%
+152.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.6% | -4.5% | -3.9% |
| 7D | -14.6% | +1.0% | -15.6% | -14.5% |
| 30D | -21.1% | +6.6% | -27.7% | -20.8% |
| 3M | -3.1% | -3.1% | 0.0% | -3.0% |
| 6M | +17.4% | -7.4% | +24.7% | +16.8% |
| YTD | +135.3% | -6.4% | +141.8% | +134.4% |
| 1Y | +146.5% | -7.4% | +153.9% | +145.2% |
| All | +146.5% | -6.2% | +152.7% | +145.2% |
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