+56.1%
B vs PEG
-6.5%
+62.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +1.9% |
| 7D | +1.0% | -1.0% | +2.0% | +1.4% |
| 30D | +9.5% | -2.6% | +12.1% | +10.4% |
| 3M | +14.3% | -7.6% | +22.0% | +17.8% |
| 6M | -1.9% | -12.2% | +10.3% | +3.3% |
| YTD | +4.1% | -8.1% | +12.2% | +7.6% |
| 1Y | +56.1% | -7.0% | +63.1% | +64.0% |
| All | +56.1% | -6.5% | +62.6% | +64.0% |
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 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