+1,003.0%
BE vs PEG
+86.9%
+916.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.1% | +6.8% | +6.8% |
| 7D | +9.0% | -0.9% | +9.9% | +10.0% |
| 30D | +16.3% | -3.7% | +20.0% | +20.3% |
| 3M | +10.8% | -7.3% | +18.1% | +17.2% |
| 6M | +73.2% | -10.5% | +83.7% | +88.7% |
| YTD | +217.4% | -7.5% | +224.9% | +235.3% |
| 1Y | +309.8% | -8.7% | +318.5% | +335.4% |
| 3Y | +1,726.2% | +31.4% | +1,694.8% | +1,351.9% |
| 5Y | +1,306.2% | +37.8% | +1,268.4% | +945.5% |
| All | +1,003.0% | +86.9% | +916.1% | +576.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling