+135.0%
GOOG vs PEG
+35.4%
+99.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | -2.5% | -0.9% | -1.6% | -2.2% |
| 30D | -3.6% | -2.8% | -0.9% | -2.9% |
| 3M | -6.4% | -6.9% | +0.5% | -4.7% |
| 6M | +7.8% | -11.4% | +19.2% | +11.3% |
| YTD | +5.5% | -7.4% | +12.9% | +7.3% |
| 1Y | +38.3% | -8.3% | +46.5% | +40.9% |
| 3Y | +143.1% | +31.5% | +111.5% | +113.2% |
| 5Y | +135.0% | +38.0% | +97.0% | +100.8% |
| All | +135.0% | +35.4% | +99.6% | +100.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling