+4,277.4%
MU vs PEG
+159.1%
+4,118.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.9% |
| 7D | -15.2% | +2.6% | -17.8% | -16.0% |
| 30D | -29.5% | +3.3% | -32.8% | -30.6% |
| 3M | -15.8% | +1.1% | -16.8% | -16.4% |
| 6M | -2.9% | -1.4% | -1.4% | -3.1% |
| YTD | +154.2% | -4.6% | +158.8% | +156.3% |
| 1Y | +186.6% | -7.2% | +193.8% | +192.6% |
| 3Y | +871.5% | +33.7% | +837.7% | +753.9% |
| 5Y | +911.7% | +40.8% | +870.9% | +756.1% |
| 10Y | +4,277.4% | +162.8% | +4,114.6% | +3,095.2% |
| All | +4,277.4% | +159.1% | +4,118.2% | +3,095.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling