+1,383.2%
STX vs PEG
+34.5%
+1,348.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.7% | +5.8% | +6.3% |
| 7D | +10.7% | +1.0% | +9.7% | +10.4% |
| 30D | +11.3% | -1.9% | +13.1% | +11.9% |
| 3M | +3.2% | -3.7% | +6.9% | +3.7% |
| 6M | +157.0% | -9.4% | +166.4% | +163.4% |
| YTD | +229.2% | -6.0% | +235.2% | +231.8% |
| 1Y | +381.8% | -4.4% | +386.2% | +380.9% |
| 3Y | +1,383.2% | +33.5% | +1,349.7% | +1,217.7% |
| All | +1,383.2% | +34.5% | +1,348.7% | +1,217.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling