+365.4%
STX vs PEG
-7.0%
+372.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.1% | +6.5% | +6.3% |
| 7D | +2.4% | +0.7% | +1.7% | +2.4% |
| 30D | +1.4% | -2.4% | +3.8% | +1.2% |
| 3M | -8.2% | -4.8% | -3.4% | -9.4% |
| 6M | +127.0% | -10.7% | +137.7% | +127.4% |
| YTD | +209.1% | -6.7% | +215.8% | +203.4% |
| 1Y | +365.4% | -6.8% | +372.3% | +359.4% |
| All | +365.4% | -7.0% | +372.4% | +359.4% |
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