+112.5%
NET vs PEG
+35.8%
+76.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.8% | -1.9% |
| 7D | -7.0% | +0.7% | -7.7% | -7.1% |
| 30D | -4.8% | -2.4% | -2.4% | -4.2% |
| 3M | +3.8% | -4.8% | +8.6% | +5.0% |
| 6M | +50.0% | -10.7% | +60.7% | +54.2% |
| YTD | +41.5% | -6.7% | +48.2% | +42.8% |
| 1Y | +32.8% | -6.8% | +39.7% | +33.9% |
| 3Y | +335.9% | +34.5% | +301.4% | +274.4% |
| All | +112.5% | +35.8% | +76.6% | +83.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling