+11,385.0%
LIN vs PEG
+2,596.9%
+8,788.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.5% | -0.9% |
| 7D | +0.2% | -2.3% | +2.5% | +1.2% |
| 30D | +6.5% | +1.2% | +5.2% | +5.9% |
| 3M | +5.5% | -2.4% | +7.8% | +6.3% |
| 6M | +3.3% | -6.9% | +10.2% | +6.1% |
| YTD | +22.0% | -7.2% | +29.3% | +25.0% |
| 1Y | +25.7% | -8.9% | +34.6% | +29.7% |
| 3Y | +36.2% | +27.1% | +9.1% | +19.9% |
| 5Y | +66.1% | +33.8% | +32.3% | +41.7% |
| 10Y | +431.0% | +150.2% | +280.8% | +238.3% |
| All | +11,385.0% | +2,596.9% | +8,788.2% | +2,442.7% |
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 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