+3,033.3%
EQT vs PEG
+2,884.2%
+149.1%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | -1.2% | -0.9% | -0.3% | -0.8% |
| 30D | +1.1% | -2.8% | +3.8% | +2.3% |
| 3M | +4.8% | -6.9% | +11.7% | +8.2% |
| 6M | -10.6% | -11.4% | +0.8% | -6.0% |
| YTD | +3.4% | -7.4% | +10.8% | +6.5% |
| 1Y | +8.7% | -8.3% | +16.9% | +12.2% |
| 3Y | +35.0% | +31.5% | +3.4% | +18.4% |
| 5Y | +204.2% | +38.0% | +166.3% | +160.3% |
| 10Y | +52.5% | +148.3% | -95.8% | -6.2% |
| All | +3,033.3% | +2,884.2% | +149.1% | +865.4% |
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