+179.9%
INTC vs PEG
+32.2%
+147.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +3.0% | +2.1% |
| 7D | +18.0% | -0.1% | +18.1% | +18.0% |
| 30D | +8.9% | -1.7% | +10.7% | +9.6% |
| 3M | -1.6% | -6.8% | +5.2% | +0.3% |
| 6M | +133.1% | -11.4% | +144.4% | +141.7% |
| YTD | +187.9% | -7.2% | +195.1% | +192.7% |
| 1Y | +334.7% | -6.1% | +340.8% | +337.0% |
| All | +179.9% | +32.2% | +147.7% | +150.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling