+12,759.1%
TDG vs PEG
+355.7%
+12,403.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.4% | -1.0% |
| 7D | -2.4% | -0.1% | -2.4% | -2.4% |
| 30D | -8.0% | -1.7% | -6.3% | -7.2% |
| 3M | -10.5% | -6.8% | -3.7% | -7.3% |
| 6M | -11.9% | -11.4% | -0.6% | -6.6% |
| YTD | -15.4% | -7.2% | -8.1% | -12.7% |
| 1Y | -14.2% | -6.1% | -8.1% | -12.4% |
| 3Y | +51.0% | +31.8% | +19.3% | +26.6% |
| 5Y | +126.5% | +35.6% | +90.9% | +85.1% |
| 10Y | +535.6% | +148.7% | +386.8% | +288.4% |
| All | +12,759.1% | +355.7% | +12,403.5% | +5,631.6% |
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