+34.5%
BBY vs PEG
-6.2%
+40.7%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.6% | +7.4% | +7.9% |
| 7D | +4.5% | +1.0% | +3.5% | +4.4% |
| 30D | +16.0% | +6.6% | +9.4% | +15.3% |
| 3M | +18.6% | -3.1% | +21.7% | +18.9% |
| 6M | +80.1% | -7.4% | +87.4% | +80.6% |
| YTD | +57.4% | -6.4% | +63.9% | +57.6% |
| 1Y | +34.5% | -7.4% | +42.0% | +34.6% |
| All | +34.5% | -6.2% | +40.7% | +34.6% |
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