+1,269.9%
PAAS vs PEG
+1,949.0%
-679.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.2% | -2.3% |
| 7D | -2.9% | +0.7% | -3.6% | -3.1% |
| 30D | +6.8% | -2.4% | +9.2% | +7.6% |
| 3M | -2.9% | -4.8% | +1.9% | -1.5% |
| 6M | -16.4% | -10.7% | -5.7% | -13.3% |
| YTD | 0.0% | -6.7% | +6.7% | +2.1% |
| 1Y | +54.3% | -6.8% | +61.2% | +57.6% |
| 3Y | +230.7% | +34.5% | +196.2% | +197.9% |
| 5Y | +111.6% | +35.8% | +75.9% | +89.6% |
| 10Y | +211.7% | +141.7% | +70.0% | +129.5% |
| All | +1,269.9% | +1,949.0% | -679.2% | +874.8% |
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