+24.3%
P vs PEG
-7.6%
+31.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.7% | +2.7% | +3.4% |
| 7D | +17.8% | +2.3% | +15.5% | +17.8% |
| 30D | -29.9% | +6.1% | -36.0% | -30.0% |
| 3M | -1.2% | -0.5% | -0.7% | -1.0% |
| 6M | +32.1% | -3.2% | +35.3% | +31.1% |
| YTD | +64.3% | -4.4% | +68.7% | +57.8% |
| 1Y | +24.3% | -7.4% | +31.7% | +25.1% |
| All | +24.3% | -7.6% | +31.9% | +25.1% |
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