+132.5%
GOOGL vs PEG
+33.9%
+98.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -1.9% |
| 7D | -1.9% | -0.1% | -1.8% | -1.8% |
| 30D | -7.5% | -1.7% | -5.7% | -7.0% |
| 3M | -9.2% | -6.8% | -2.4% | -7.5% |
| 6M | +8.1% | -11.4% | +19.4% | +11.6% |
| YTD | +5.8% | -7.2% | +13.1% | +7.6% |
| 1Y | +38.3% | -6.1% | +44.5% | +39.9% |
| 3Y | +144.8% | +31.8% | +113.0% | +114.6% |
| 5Y | +132.5% | +35.6% | +96.9% | +99.9% |
| All | +132.5% | +33.9% | +98.6% | +99.9% |
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