+95.5%
PSX vs PEG
-5.8%
+101.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.7% | +0.8% |
| 7D | +7.8% | +4.5% | +3.3% | +8.1% |
| 30D | -10.9% | +7.5% | -18.4% | -10.4% |
| 3M | +14.5% | +0.8% | +13.6% | +14.1% |
| 6M | +56.1% | 0.0% | +56.1% | +55.5% |
| YTD | +109.6% | -3.0% | +112.6% | +106.3% |
| 1Y | +95.5% | -4.7% | +100.3% | +94.5% |
| All | +95.5% | -5.8% | +101.3% | +94.5% |
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