+76,578.9%
MU vs PEG
+2,989.2%
+73,589.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.3% | +2.9% | +4.8% |
| 7D | -12.0% | +0.9% | -12.9% | -12.4% |
| 30D | -28.7% | +3.8% | -32.5% | -30.1% |
| 3M | -16.4% | +0.1% | -16.5% | -16.8% |
| 6M | -1.8% | -1.0% | -0.8% | -2.3% |
| YTD | +157.1% | -4.1% | +161.2% | +158.7% |
| 1Y | +208.5% | -6.9% | +215.4% | +214.5% |
| 3Y | +906.2% | +35.6% | +870.5% | +764.3% |
| 5Y | +893.4% | +42.8% | +850.6% | +719.9% |
| 10Y | +4,271.9% | +160.2% | +4,111.7% | +2,548.8% |
| All | +76,578.9% | +2,989.2% | +73,589.7% | +14,240.9% |
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