+70,760.1%
BBY vs PEG
+2,862.2%
+67,897.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.8% | -0.7% |
| 7D | +1.2% | -1.0% | +2.2% | +1.5% |
| 30D | +6.8% | -2.6% | +9.4% | +7.8% |
| 3M | +18.7% | -7.6% | +26.4% | +21.9% |
| 6M | +37.3% | -12.2% | +49.5% | +43.1% |
| YTD | +35.3% | -8.1% | +43.4% | +38.6% |
| 1Y | +20.7% | -7.0% | +27.6% | +22.9% |
| 3Y | +39.4% | +30.6% | +8.9% | +25.0% |
| 5Y | -1.5% | +34.4% | -35.9% | -13.2% |
| 10Y | +239.8% | +146.5% | +93.3% | +144.0% |
| All | +70,760.1% | +2,862.2% | +67,897.9% | +20,283.5% |
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