+411.1%
PWR vs PEG
+43.5%
+367.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -1.5% |
| 7D | +11.3% | +4.5% | +6.8% | +8.5% |
| 30D | -8.9% | +7.5% | -16.4% | -12.9% |
| 3M | -10.5% | +0.8% | -11.3% | -11.1% |
| 6M | -22.2% | 0.0% | -22.2% | -22.6% |
| YTD | +42.7% | -3.0% | +45.8% | +44.5% |
| 1Y | +41.1% | -4.7% | +45.9% | +44.4% |
| 3Y | +242.7% | +36.5% | +206.3% | +189.8% |
| All | +411.1% | +43.5% | +367.6% | +302.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling