+125.7%
ASX vs PEG
-6.5%
+132.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.3% | +5.3% | +8.7% |
| 7D | -12.3% | +0.9% | -13.2% | -12.4% |
| 30D | -26.0% | +3.8% | -29.8% | -25.8% |
| 3M | -8.1% | +0.1% | -8.2% | -7.9% |
| 6M | +1.4% | -1.0% | +2.4% | +0.3% |
| YTD | +115.6% | -4.1% | +119.7% | +113.7% |
| All | +125.7% | -6.5% | +132.2% | +126.8% |
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