+911.5%
BE vs PEG
+88.5%
+823.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.1% | +7.5% | +7.5% |
| 7D | +20.0% | +0.7% | +19.3% | +19.3% |
| 30D | +7.9% | -2.4% | +10.3% | +10.3% |
| 3M | -13.2% | -4.8% | -8.4% | -10.5% |
| 6M | +53.5% | -10.7% | +64.2% | +67.7% |
| YTD | +191.0% | -6.7% | +197.7% | +204.8% |
| 1Y | +360.5% | -6.8% | +367.4% | +381.2% |
| 3Y | +1,568.0% | +34.5% | +1,533.5% | +1,197.2% |
| 5Y | +1,055.2% | +35.8% | +1,019.4% | +769.6% |
| All | +911.5% | +88.5% | +823.0% | +514.6% |
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 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