+27.2%
P vs PEG
-5.5%
+32.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.6% |
| 7D | +7.8% | +1.0% | +6.8% | +7.9% |
| 30D | +12.3% | -1.9% | +14.2% | +12.2% |
| 3M | +37.1% | -3.7% | +40.8% | +35.7% |
| 6M | +66.1% | -9.4% | +75.5% | +65.8% |
| YTD | +50.9% | -6.0% | +56.9% | +48.5% |
| 1Y | +27.2% | -4.4% | +31.6% | +24.3% |
| All | +27.2% | -5.5% | +32.7% | +24.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling