+53.1%
RGTI vs PEG
+36.8%
+16.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.4% | -0.4% |
| 7D | -0.1% | -0.9% | +0.8% | +0.4% |
| 30D | -16.2% | -2.8% | -13.4% | -15.1% |
| 3M | -22.0% | -6.9% | -15.1% | -19.4% |
| 6M | -10.8% | -11.4% | +0.6% | -5.4% |
| YTD | -31.6% | -7.4% | -24.2% | -29.5% |
| 1Y | -6.4% | -8.3% | +1.9% | -3.1% |
| 3Y | +665.7% | +31.5% | +634.1% | +591.5% |
| 5Y | +55.6% | +38.0% | +17.7% | +40.0% |
| All | +53.1% | +36.8% | +16.3% | +37.8% |
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