+25.4%
LIN vs PEG
-6.5%
+31.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.3% | -2.3% | +0.4% |
| 7D | +0.1% | +0.9% | -0.8% | -0.1% |
| 30D | +7.6% | +3.8% | +3.8% | +6.9% |
| 3M | +6.5% | +0.1% | +6.5% | +6.5% |
| 6M | +6.2% | -1.0% | +7.2% | +6.5% |
| YTD | +23.2% | -4.1% | +27.4% | +24.0% |
| All | +25.4% | -6.5% | +31.9% | +27.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling