+7.9%
QCOM vs PEG
-7.0%
+14.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +3.3% | +0.7% | +2.6% | +3.3% |
| 30D | +7.7% | -2.4% | +10.1% | +7.9% |
| 3M | -30.1% | -4.8% | -25.3% | -30.1% |
| 6M | +22.8% | -10.7% | +33.5% | +23.3% |
| YTD | +0.2% | -6.7% | +6.9% | +0.5% |
| 1Y | +7.9% | -6.8% | +14.7% | +8.4% |
| All | +7.9% | -7.0% | +14.8% | +8.4% |
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