+4.4%
PLTR vs PEG
-5.7%
+10.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.9% | -1.0% |
| 7D | 0.0% | -0.1% | +0.1% | 0.0% |
| 30D | -3.3% | -1.7% | -1.5% | -3.9% |
| 3M | +28.4% | -6.8% | +35.1% | +25.2% |
| 6M | +8.4% | -11.4% | +19.7% | +5.3% |
| YTD | -4.6% | -7.2% | +2.6% | -7.6% |
| 1Y | +4.4% | -6.1% | +10.5% | +1.2% |
| All | +4.4% | -5.7% | +10.1% | +1.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling