+518.1%
BE vs PEG
+40.7%
+477.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | -0.5% | +13.5% | +13.4% |
| 7D | +4.5% | +1.5% | +3.1% | +3.4% |
| 30D | -20.1% | +5.0% | -25.1% | -24.0% |
| 3M | -0.8% | -0.3% | -0.5% | -0.6% |
| 6M | -26.2% | -2.7% | -23.6% | -25.4% |
| YTD | +141.1% | -5.1% | +146.1% | +147.8% |
| 1Y | +64.8% | -8.3% | +73.1% | +75.8% |
| 3Y | +1,887.4% | +33.0% | +1,854.3% | +1,458.9% |
| 5Y | +518.1% | +41.3% | +476.8% | +390.8% |
| All | +518.1% | +40.7% | +477.4% | +390.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling