+238.6%
P vs PEG
+33.6%
+205.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.2% | +3.7% |
| 7D | -23.8% | -2.3% | -21.5% | -23.3% |
| 30D | -36.6% | +1.2% | -37.8% | -37.0% |
| 3M | +10.9% | -2.4% | +13.2% | +11.6% |
| 6M | +30.0% | -6.9% | +36.8% | +32.2% |
| YTD | +44.4% | -7.2% | +51.6% | +46.6% |
| 1Y | +3.9% | -8.9% | +12.8% | +6.2% |
| 3Y | +176.6% | +27.1% | +149.5% | +163.7% |
| All | +238.6% | +33.6% | +205.1% | +197.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling