+360.5%
BE vs PEG
-7.0%
+367.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.1% | +7.5% | +7.4% |
| 7D | +20.0% | +0.7% | +19.3% | +19.6% |
| 30D | +7.9% | -2.4% | +10.3% | +9.0% |
| 3M | -13.2% | -4.8% | -8.4% | -13.4% |
| 6M | +53.5% | -10.7% | +64.2% | +59.2% |
| YTD | +191.0% | -6.7% | +197.7% | +187.8% |
| 1Y | +360.5% | -6.8% | +367.4% | +356.8% |
| All | +360.5% | -7.0% | +367.5% | +356.8% |
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 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