+913.4%
ASX vs PEG
+145.3%
+768.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.7% | +5.3% | +5.8% |
| 7D | +6.3% | +1.0% | +5.3% | +5.9% |
| 30D | +6.4% | -1.9% | +8.3% | +7.1% |
| 3M | +13.1% | -3.7% | +16.8% | +14.3% |
| 6M | +90.3% | -9.4% | +99.7% | +96.1% |
| YTD | +149.6% | -6.0% | +155.6% | +153.5% |
| 1Y | +249.2% | -4.4% | +253.5% | +251.3% |
| 3Y | +445.9% | +33.5% | +412.4% | +381.7% |
| 5Y | +477.7% | +35.7% | +442.0% | +399.9% |
| 10Y | +913.4% | +140.4% | +773.0% | +582.3% |
| All | +913.4% | +145.3% | +768.1% | +582.3% |
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