+206.9%
PWR vs PEG
+32.2%
+174.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.0% |
| 7D | +2.7% | -0.1% | +2.7% | +2.7% |
| 30D | -5.1% | -1.7% | -3.4% | -4.0% |
| 3M | -9.4% | -6.8% | -2.6% | -5.6% |
| 6M | +10.4% | -11.4% | +21.8% | +18.7% |
| YTD | +48.6% | -7.2% | +55.9% | +55.1% |
| 1Y | +68.0% | -6.1% | +74.2% | +73.3% |
| All | +206.9% | +32.2% | +174.7% | +173.0% |
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