+521.8%
GLW vs PEG
+159.1%
+362.6%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -3.0% |
| 7D | -11.1% | +2.6% | -13.7% | -12.2% |
| 30D | -28.4% | +3.3% | -31.8% | -29.8% |
| 3M | -28.8% | +1.1% | -29.9% | -29.2% |
| 6M | -39.8% | -1.4% | -38.4% | -39.6% |
| YTD | +28.7% | -4.6% | +33.3% | +31.4% |
| 1Y | +27.7% | -7.2% | +34.9% | +32.3% |
| 3Y | +331.3% | +33.7% | +297.6% | +264.2% |
| 5Y | +233.4% | +40.8% | +192.6% | +169.2% |
| 10Y | +521.8% | +162.8% | +359.0% | +296.8% |
| All | +521.8% | +159.1% | +362.6% | +296.8% |
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