+265.1%
MU vs PEG
-6.2%
+271.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +0.6% | -7.6% | -6.9% |
| 7D | -19.1% | +1.0% | -20.2% | -19.0% |
| 30D | -25.2% | +6.6% | -31.9% | -24.7% |
| 3M | -10.9% | -3.1% | -7.8% | -10.6% |
| 6M | +38.0% | -7.4% | +45.4% | +39.2% |
| YTD | +178.8% | -6.4% | +185.3% | +179.1% |
| 1Y | +265.1% | -7.4% | +272.6% | +266.6% |
| All | +265.1% | -6.2% | +271.3% | +266.6% |
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