+438.6%
PWR vs PEG
+35.4%
+403.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.2% | -1.2% |
| 7D | -0.2% | -0.9% | +0.7% | +0.3% |
| 30D | -7.7% | -2.8% | -5.0% | -6.2% |
| 3M | -4.9% | -6.9% | +2.0% | -1.1% |
| 6M | +9.7% | -11.4% | +21.1% | +17.4% |
| YTD | +46.7% | -7.4% | +54.1% | +52.9% |
| 1Y | +58.7% | -8.3% | +67.0% | +65.9% |
| 3Y | +200.7% | +31.5% | +169.2% | +162.2% |
| 5Y | +438.6% | +38.0% | +400.6% | +350.6% |
| All | +438.6% | +35.4% | +403.1% | +350.6% |
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