+1,449.6%
NET vs PEG
+51.8%
+1,397.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -4.4% |
| 3M | +3.8% | -4.8% | +8.6% | +4.7% |
| 6M | +50.0% | -10.7% | +60.7% | +52.9% |
| YTD | +41.5% | -6.7% | +48.2% | +42.5% |
| 1Y | +32.8% | -6.8% | +39.7% | +33.7% |
| 3Y | +335.9% | +34.5% | +301.4% | +303.8% |
| 5Y | +113.8% | +35.8% | +78.1% | +97.1% |
| All | +1,449.6% | +51.8% | +1,397.8% | +1,362.5% |
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 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