+803.7%
B vs PEG
+2,907.1%
-2,103.3%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | -1.6% | +0.7% | -2.3% | -1.8% |
| 30D | +9.4% | -2.4% | +11.9% | +10.1% |
| 3M | +5.0% | -4.8% | +9.8% | +6.1% |
| 6M | -3.5% | -10.7% | +7.1% | -1.0% |
| YTD | +4.5% | -6.7% | +11.1% | +6.0% |
| 1Y | +67.8% | -6.8% | +74.6% | +70.3% |
| 3Y | +196.7% | +34.5% | +162.2% | +175.3% |
| 5Y | +151.9% | +35.8% | +116.2% | +132.6% |
| 10Y | +202.2% | +141.7% | +60.4% | +142.3% |
| All | +803.7% | +2,907.1% | -2,103.3% | +718.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling