+469.1%
P vs PEG
+149.0%
+320.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.2% | +3.8% |
| 7D | -23.8% | -2.3% | -21.5% | -23.1% |
| 30D | -36.6% | +1.2% | -37.8% | -37.1% |
| 3M | +10.9% | -2.4% | +13.2% | +11.7% |
| 6M | +30.0% | -6.9% | +36.8% | +32.9% |
| YTD | +44.4% | -7.2% | +51.6% | +47.4% |
| 1Y | +3.9% | -8.9% | +12.8% | +6.9% |
| 3Y | +176.6% | +27.1% | +149.5% | +145.3% |
| 5Y | +249.3% | +33.8% | +215.5% | +195.9% |
| 10Y | +726.9% | +150.2% | +576.8% | +454.3% |
| All | +469.1% | +149.0% | +320.1% | +292.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling