+1,682.3%
NOK vs PEG
+2,343.0%
-660.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.7% | +5.4% | +5.9% |
| 7D | +7.3% | +1.0% | +6.2% | +6.9% |
| 30D | +13.8% | -1.9% | +15.7% | +14.6% |
| 3M | -27.0% | -3.7% | -23.3% | -26.2% |
| 6M | +37.6% | -9.4% | +47.0% | +41.8% |
| YTD | +64.6% | -6.0% | +70.6% | +67.0% |
| 1Y | +132.0% | -4.4% | +136.4% | +133.0% |
| 3Y | +183.7% | +33.5% | +150.1% | +148.3% |
| 5Y | +101.3% | +35.7% | +65.5% | +73.7% |
| 10Y | +122.4% | +140.4% | -18.0% | +48.4% |
| All | +1,682.3% | +2,343.0% | -660.7% | +687.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling