+844.7%
PEG vs IBB
+584.7%
+260.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.8% | +0.6% | +2.5% |
| 7D | +0.9% | +2.7% | -1.8% | 0.0% |
| 30D | +3.8% | +6.3% | -2.5% | +1.7% |
| 3M | +0.1% | +11.1% | -11.0% | -3.5% |
| 6M | -1.0% | +29.2% | -30.2% | -9.0% |
| YTD | -4.1% | +30.2% | -34.3% | -12.4% |
| 1Y | -6.9% | +39.5% | -46.3% | -16.7% |
| 3Y | +35.6% | +92.3% | -56.7% | +8.5% |
| 5Y | +42.8% | +43.0% | -0.2% | +23.8% |
| 10Y | +160.2% | +137.1% | +23.1% | +85.8% |
| All | +844.7% | +584.7% | +260.0% | +244.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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