+178.5%
EXE vs PEG
+50.0%
+128.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.0% | -1.1% |
| 7D | -0.3% | +0.7% | -1.0% | -0.5% |
| 30D | +8.5% | -2.4% | +10.9% | +9.5% |
| 3M | +5.5% | -4.8% | +10.2% | +7.4% |
| 6M | -5.9% | -10.7% | +4.8% | -1.9% |
| YTD | -9.7% | -6.7% | -3.0% | -7.7% |
| 1Y | +3.6% | -6.8% | +10.4% | +5.9% |
| 3Y | +18.0% | +34.5% | -16.4% | +2.0% |
| 5Y | +109.4% | +35.8% | +73.7% | +82.7% |
| All | +178.5% | +50.0% | +128.5% | +149.5% |
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