+4,681.2%
DELL vs PEG
+140.5%
+4,540.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.6% |
| 7D | +14.9% | +0.7% | +14.2% | +14.5% |
| 30D | +13.3% | -2.4% | +15.7% | +14.5% |
| 3M | +24.4% | -4.8% | +29.2% | +26.7% |
| 6M | +258.0% | -10.7% | +268.7% | +273.8% |
| YTD | +320.2% | -6.7% | +326.9% | +328.7% |
| 1Y | +319.1% | -6.8% | +325.9% | +326.9% |
| 3Y | +706.5% | +34.5% | +672.0% | +582.3% |
| 5Y | +1,071.9% | +35.8% | +1,036.2% | +871.8% |
| 10Y | +4,683.5% | +141.7% | +4,541.7% | +2,942.9% |
| All | +4,681.2% | +140.5% | +4,540.8% | +2,967.5% |
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