+2,371.3%
D vs PEG
+2,889.6%
-518.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.1% |
| 7D | +3.0% | -2.3% | +5.2% | +4.4% |
| 30D | +11.5% | +1.2% | +10.3% | +10.7% |
| 3M | +3.7% | -2.4% | +6.1% | +5.1% |
| 6M | +13.5% | -6.9% | +20.4% | +18.3% |
| YTD | +20.7% | -7.2% | +27.9% | +25.9% |
| 1Y | +18.2% | -8.9% | +27.1% | +24.5% |
| 3Y | +73.3% | +27.1% | +46.2% | +48.2% |
| 5Y | +12.3% | +33.8% | -21.5% | -6.9% |
| 10Y | +43.4% | +150.2% | -106.8% | -18.3% |
| All | +2,371.3% | +2,889.6% | -518.2% | +261.3% |
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