+4.7%
PEP vs NET
+112.9%
-108.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | -0.7% |
| 7D | -1.4% | -7.0% | +5.6% | -1.4% |
| 30D | +0.2% | -4.8% | +5.0% | +0.2% |
| 3M | -1.1% | +3.8% | -4.9% | -1.1% |
| 6M | -13.5% | +50.0% | -63.5% | -13.5% |
| YTD | -1.2% | +41.5% | -42.7% | -1.2% |
| 1Y | -1.6% | +32.8% | -34.4% | -1.6% |
| 3Y | -12.5% | +335.9% | -348.4% | -14.9% |
| All | +4.7% | +112.9% | -108.2% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded NET 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling