+62,786.0%
SU vs PEG
+2,889.2%
+59,896.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +3.0% | +2.2% |
| 7D | +1.6% | -0.1% | +1.6% | +1.6% |
| 30D | +10.7% | -1.7% | +12.5% | +11.4% |
| 3M | +13.5% | -6.8% | +20.3% | +16.5% |
| 6M | +21.8% | -11.4% | +33.2% | +27.1% |
| YTD | +58.8% | -7.2% | +66.1% | +62.6% |
| 1Y | +72.0% | -6.1% | +78.2% | +74.8% |
| 3Y | +121.7% | +31.8% | +90.0% | +93.5% |
| 5Y | +350.4% | +35.6% | +314.8% | +284.9% |
| 10Y | +264.7% | +148.7% | +116.0% | +142.8% |
| All | +62,786.0% | +2,889.2% | +59,896.9% | +26,568.8% |
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