+432.3%
ASX vs PEG
+35.8%
+396.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.4% | +0.3% |
| 7D | -0.7% | +0.7% | -1.4% | -0.9% |
| 30D | +2.0% | -2.4% | +4.4% | +2.7% |
| 3M | -1.3% | -4.8% | +3.5% | -0.3% |
| 6M | +71.4% | -10.7% | +82.1% | +76.8% |
| YTD | +135.3% | -6.7% | +142.0% | +138.8% |
| 1Y | +267.5% | -6.8% | +274.3% | +272.1% |
| 3Y | +388.5% | +34.5% | +354.0% | +336.8% |
| All | +432.3% | +35.8% | +396.5% | +362.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling