+1,821.9%
BA vs PEG
+2,907.1%
-1,085.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +1.0% | +0.9% |
| 7D | +1.2% | +0.7% | +0.5% | +0.8% |
| 30D | -11.6% | -2.4% | -9.2% | -10.7% |
| 3M | -2.4% | -4.8% | +2.4% | -0.3% |
| 6M | -6.6% | -10.7% | +4.1% | -2.0% |
| YTD | -2.2% | -6.7% | +4.4% | +0.3% |
| 1Y | -8.0% | -6.8% | -1.2% | -5.8% |
| 3Y | -5.0% | +34.5% | -39.5% | -19.1% |
| 5Y | -2.7% | +35.8% | -38.5% | -18.3% |
| 10Y | +75.9% | +141.7% | -65.9% | +17.3% |
| All | +1,821.9% | +2,907.1% | -1,085.1% | +350.8% |
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