+45.6%
C vs PEG
-5.5%
+51.2%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.8% |
| 7D | +3.2% | +1.0% | +2.1% | +3.1% |
| 30D | +1.3% | -1.9% | +3.2% | +1.4% |
| 3M | +3.1% | -3.7% | +6.8% | +3.4% |
| 6M | +29.6% | -9.4% | +39.1% | +30.3% |
| YTD | +19.0% | -6.0% | +24.9% | +17.8% |
| 1Y | +45.6% | -4.4% | +50.0% | +44.0% |
| All | +45.6% | -5.5% | +51.2% | +44.0% |
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 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