+1,735.9%
BE vs PEG
+33.9%
+1,702.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.7% | +8.9% | +8.9% |
| 7D | +29.8% | +1.0% | +28.7% | +28.6% |
| 30D | +26.4% | -1.9% | +28.3% | +28.9% |
| 3M | +9.3% | -3.7% | +13.0% | +11.6% |
| 6M | +105.1% | -9.4% | +114.5% | +123.0% |
| YTD | +219.0% | -6.0% | +225.0% | +230.9% |
| 1Y | +418.8% | -4.4% | +423.1% | +422.4% |
| All | +1,735.9% | +33.9% | +1,702.0% | +1,111.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling