+325.3%
ASX vs PEG
+25.9%
+299.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.7% | +7.1% | +6.6% |
| 7D | -19.9% | -2.3% | -17.7% | -19.5% |
| 30D | -30.9% | +1.2% | -32.1% | -31.2% |
| 3M | -15.1% | -2.4% | -12.7% | -14.7% |
| 6M | -6.5% | -6.9% | +0.4% | -5.2% |
| YTD | +98.4% | -7.2% | +105.7% | +100.9% |
| 1Y | +107.9% | -8.9% | +116.7% | +111.8% |
| 3Y | +325.3% | +27.1% | +298.2% | +305.0% |
| All | +325.3% | +25.9% | +299.3% | +305.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling