+998.5%
PAAS vs PEG
+1,937.1%
-938.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.1% | +1.7% |
| 7D | +8.4% | -2.3% | +10.7% | +9.3% |
| 30D | -7.2% | +1.2% | -8.4% | -7.6% |
| 3M | -14.0% | -2.4% | -11.7% | -13.5% |
| 6M | -26.8% | -6.9% | -19.9% | -25.2% |
| YTD | -19.8% | -7.2% | -12.6% | -18.1% |
| 1Y | +22.8% | -8.9% | +31.7% | +26.3% |
| 3Y | +183.6% | +27.1% | +156.5% | +160.1% |
| 5Y | +73.8% | +33.8% | +40.0% | +56.3% |
| 10Y | +185.6% | +150.2% | +35.4% | +107.8% |
| All | +998.5% | +1,937.1% | -938.6% | +682.5% |
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