+8,390.6%
PWR vs PEG
+1,425.4%
+6,965.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.9% | +0.8% |
| 7D | +3.6% | +0.7% | +2.9% | +3.3% |
| 30D | -8.6% | -2.4% | -6.1% | -7.5% |
| 3M | -13.2% | -4.8% | -8.4% | -11.3% |
| 6M | +9.9% | -10.7% | +20.6% | +15.9% |
| YTD | +48.0% | -6.7% | +54.7% | +52.8% |
| 1Y | +66.2% | -6.8% | +73.0% | +71.3% |
| 3Y | +195.1% | +34.5% | +160.6% | +155.0% |
| 5Y | +442.6% | +35.8% | +406.8% | +362.4% |
| 10Y | +2,334.2% | +141.7% | +2,192.5% | +1,434.1% |
| All | +8,390.6% | +1,425.4% | +6,965.2% | +3,642.0% |
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 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