+11,518.3%
LIN vs PEG
+2,615.1%
+8,903.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | +3.6% | -0.7% | +4.3% | +3.9% |
| 30D | +6.4% | +1.9% | +4.5% | +5.5% |
| 3M | +6.5% | -2.3% | +8.8% | +7.3% |
| 6M | +4.9% | -6.7% | +11.5% | +7.6% |
| YTD | +23.4% | -6.6% | +30.0% | +26.1% |
| 1Y | +26.3% | -5.3% | +31.6% | +28.2% |
| 3Y | +38.0% | +26.8% | +11.2% | +21.5% |
| 5Y | +68.0% | +34.7% | +33.3% | +42.9% |
| 10Y | +437.1% | +151.8% | +285.3% | +241.3% |
| All | +11,518.3% | +2,615.1% | +8,903.3% | +2,465.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling