+197.9%
PAAS vs PEG
+167.4%
+30.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.7% | -4.8% | -4.5% |
| 7D | -7.0% | +2.3% | -9.4% | -8.1% |
| 30D | -15.3% | +6.1% | -21.4% | -17.9% |
| 3M | -27.7% | -0.5% | -27.2% | -27.8% |
| 6M | -40.5% | -3.2% | -37.3% | -39.8% |
| YTD | -26.5% | -4.4% | -22.1% | -25.4% |
| 1Y | -0.8% | -7.4% | +6.6% | +2.4% |
| 3Y | +196.9% | +33.9% | +163.0% | +151.3% |
| 5Y | +49.2% | +42.3% | +6.9% | +22.1% |
| All | +197.9% | +167.4% | +30.6% | +40.1% |
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 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