+186.4%
PAAS vs PEG
+155.4%
+30.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.3% | -0.4% | +1.2% |
| 7D | +8.8% | +0.9% | +8.0% | +8.4% |
| 30D | -8.5% | +3.8% | -12.3% | -10.3% |
| 3M | -17.0% | +0.1% | -17.1% | -17.3% |
| 6M | -27.9% | -1.0% | -26.9% | -27.9% |
| YTD | -17.5% | -4.1% | -13.3% | -16.3% |
| 1Y | +22.8% | -6.9% | +29.7% | +26.4% |
| 3Y | +224.2% | +35.6% | +188.6% | +172.1% |
| 5Y | +73.6% | +42.8% | +30.9% | +41.5% |
| 10Y | +186.4% | +160.2% | +26.1% | +29.7% |
| All | +186.4% | +155.4% | +30.9% | +29.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling