+740.7%
GOOGL vs PEG
+148.3%
+592.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -2.8% | -0.9% | -1.9% | -2.5% |
| 30D | -3.2% | -2.8% | -0.4% | -2.3% |
| 3M | -6.6% | -6.9% | +0.3% | -4.6% |
| 6M | +8.5% | -11.4% | +19.9% | +12.5% |
| YTD | +6.5% | -7.4% | +13.9% | +8.6% |
| 1Y | +39.4% | -8.3% | +47.7% | +42.5% |
| 3Y | +146.2% | +31.5% | +114.7% | +117.2% |
| 5Y | +138.3% | +38.0% | +100.4% | +104.6% |
| All | +740.7% | +148.3% | +592.3% | +485.1% |
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