+2,856.5%
PEG vs TECH
+101,053.8%
-98,197.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.7% | +0.1% | +0.6% | +0.7% |
| 30D | -2.4% | +0.7% | -3.1% | -2.5% |
| 3M | -4.8% | +36.3% | -41.1% | -7.4% |
| 6M | -10.7% | +25.6% | -36.3% | -12.9% |
| YTD | -6.7% | +23.7% | -30.4% | -9.0% |
| 1Y | -6.8% | +37.6% | -44.5% | -10.2% |
| 3Y | +34.5% | -6.6% | +41.1% | +32.5% |
| 5Y | +35.8% | -42.2% | +78.0% | +37.8% |
| 10Y | +141.7% | +187.6% | -45.8% | +115.5% |
| All | +2,856.5% | +101,053.8% | -98,197.3% | +2,368.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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