+842.6%
ASX vs PEG
+155.4%
+687.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.3% | +5.3% | +7.5% |
| 7D | -12.3% | +0.9% | -13.2% | -12.5% |
| 30D | -26.0% | +3.8% | -29.8% | -27.1% |
| 3M | -8.1% | +0.1% | -8.2% | -8.3% |
| 6M | +1.4% | -1.0% | +2.4% | +1.1% |
| YTD | +115.6% | -4.1% | +119.7% | +116.9% |
| 1Y | +128.0% | -6.9% | +134.9% | +131.8% |
| 3Y | +371.4% | +35.6% | +335.8% | +313.8% |
| 5Y | +469.4% | +42.8% | +426.6% | +384.6% |
| 10Y | +842.6% | +160.2% | +682.4% | +539.7% |
| All | +842.6% | +155.4% | +687.2% | +539.7% |
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