+780.7%
GOOG vs PEG
+148.0%
+632.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.7% | +1.6% |
| 7D | 0.0% | -0.9% | +0.9% | +0.3% |
| 30D | -2.0% | -3.7% | +1.8% | -0.8% |
| 3M | -5.9% | -7.3% | +1.4% | -3.7% |
| 6M | +8.9% | -10.5% | +19.4% | +12.5% |
| YTD | +7.1% | -7.5% | +14.6% | +9.2% |
| 1Y | +39.7% | -8.7% | +48.4% | +42.9% |
| 3Y | +145.8% | +31.4% | +114.5% | +117.4% |
| 5Y | +138.6% | +37.8% | +100.8% | +105.4% |
| All | +780.7% | +148.0% | +632.7% | +520.1% |
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