+200.5%
P vs PEG
+36.1%
+164.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.4% | -3.4% | -2.4% |
| 7D | +11.6% | +4.5% | +7.1% | +9.9% |
| 30D | -23.7% | +7.5% | -31.2% | -25.8% |
| 3M | -8.0% | +0.8% | -8.8% | -8.2% |
| 6M | +27.9% | 0.0% | +27.9% | +26.9% |
| YTD | +61.2% | -3.0% | +64.2% | +61.3% |
| 1Y | +28.6% | -4.7% | +33.4% | +29.8% |
| 3Y | +200.5% | +36.5% | +164.0% | +206.0% |
| All | +200.5% | +36.1% | +164.3% | +206.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling