+358.3%
DELL vs PEG
-8.5%
+366.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.1% | +12.1% | +12.0% |
| 7D | +8.2% | -0.9% | +9.1% | +8.1% |
| 30D | +17.1% | -3.7% | +20.8% | +16.7% |
| 3M | +45.2% | -7.3% | +52.4% | +43.3% |
| 6M | +286.8% | -10.5% | +297.3% | +285.3% |
| YTD | +354.8% | -7.5% | +362.3% | +345.8% |
| 1Y | +358.3% | -8.7% | +367.0% | +351.9% |
| All | +358.3% | -8.5% | +366.8% | +351.9% |
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