+47.1%
EQT vs PEG
+148.0%
-100.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | -2.0% | -0.9% | -1.1% | -1.7% |
| 30D | 0.0% | -3.7% | +3.7% | +1.5% |
| 3M | +5.9% | -7.3% | +13.2% | +9.0% |
| 6M | -14.8% | -10.5% | -4.3% | -11.3% |
| YTD | +1.8% | -7.5% | +9.3% | +4.4% |
| 1Y | +7.4% | -8.7% | +16.1% | +10.6% |
| 3Y | +33.6% | +31.4% | +2.3% | +21.2% |
| 5Y | +199.3% | +37.8% | +161.5% | +168.0% |
| All | +47.1% | +148.0% | -100.9% | +4.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling