+455.3%
PL vs PEG
+25.9%
+429.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -0.7% | +11.0% | +10.7% |
| 7D | -6.8% | -2.3% | -4.6% | -5.9% |
| 30D | -29.3% | +1.2% | -30.5% | -29.9% |
| 3M | -44.8% | -2.4% | -42.4% | -44.2% |
| 6M | -68.4% | -6.9% | -61.5% | -67.5% |
| YTD | -36.4% | -7.2% | -29.1% | -35.6% |
| 1Y | +0.7% | -8.9% | +9.6% | +3.3% |
| 3Y | +455.3% | +27.1% | +428.2% | +308.7% |
| All | +455.3% | +25.9% | +429.4% | +308.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling