+1.7%
PEP vs RVTY
+48.7%
-47.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +0.6% |
| 7D | +0.1% | +0.4% | -0.3% | +0.1% |
| 30D | +0.7% | +10.8% | -10.2% | +0.5% |
| 3M | -0.5% | +26.8% | -27.3% | -0.8% |
| 6M | -11.3% | +39.3% | -50.6% | -11.6% |
| YTD | -0.6% | +31.6% | -32.2% | -1.7% |
| 1Y | +1.7% | +47.7% | -46.0% | -0.1% |
| All | +1.7% | +48.7% | -47.0% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RVTY 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling