+368.6%
ASX vs PEG
+36.1%
+332.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.5% | -2.4% |
| 7D | +12.4% | +4.5% | +7.9% | +11.2% |
| 30D | -19.8% | +7.5% | -27.3% | -21.3% |
| 3M | -10.3% | +0.8% | -11.2% | -10.5% |
| 6M | +1.2% | 0.0% | +1.2% | +0.7% |
| YTD | +123.0% | -3.0% | +126.1% | +123.4% |
| 1Y | +145.4% | -4.7% | +150.2% | +147.3% |
| 3Y | +368.6% | +36.5% | +332.1% | +338.7% |
| All | +368.6% | +36.1% | +332.5% | +338.7% |
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 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