+249.2%
ASX vs PEG
-5.5%
+254.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.7% | +5.3% | +6.1% |
| 7D | +6.3% | +1.0% | +5.3% | +6.3% |
| 30D | +6.4% | -1.9% | +8.3% | +6.4% |
| 3M | +13.1% | -3.7% | +16.8% | +12.3% |
| 6M | +90.3% | -9.4% | +99.7% | +90.1% |
| YTD | +149.6% | -6.0% | +155.6% | +148.7% |
| 1Y | +249.2% | -4.4% | +253.5% | +249.5% |
| All | +249.2% | -5.5% | +254.7% | +249.5% |
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