+14,023.4%
PSA vs PEG
+2,907.1%
+11,116.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -3.7% | +0.7% | -4.4% | -3.9% |
| 30D | -7.7% | -2.4% | -5.3% | -6.9% |
| 3M | -0.6% | -4.8% | +4.2% | +1.3% |
| 6M | -0.9% | -10.7% | +9.8% | +3.4% |
| YTD | +18.7% | -6.7% | +25.3% | +21.7% |
| 1Y | +7.6% | -6.8% | +14.5% | +10.2% |
| 3Y | +23.7% | +34.5% | -10.8% | +8.4% |
| 5Y | +13.7% | +35.8% | -22.1% | -1.1% |
| 10Y | +98.9% | +141.7% | -42.9% | +36.5% |
| All | +14,023.4% | +2,907.1% | +11,116.4% | +6,794.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling