+32,991.5%
GILD vs PEG
+2,607.6%
+30,383.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.6% | -0.7% |
| 7D | -4.8% | -0.9% | -3.9% | -4.6% |
| 30D | +5.8% | -3.7% | +9.5% | +7.0% |
| 3M | +14.9% | -7.3% | +22.2% | +17.6% |
| 6M | -0.4% | -10.5% | +10.1% | +2.9% |
| YTD | +18.5% | -7.5% | +26.0% | +21.1% |
| 1Y | +25.1% | -8.7% | +33.8% | +28.2% |
| 3Y | +105.9% | +31.4% | +74.5% | +86.0% |
| 5Y | +143.0% | +37.8% | +105.2% | +114.8% |
| 10Y | +162.4% | +148.0% | +14.4% | +85.5% |
| All | +32,991.5% | +2,607.6% | +30,383.9% | +10,800.6% |
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 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