-14.3%
TEAM vs PEG
+36.1%
-50.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -3.0% | -1.4% |
| 7D | -2.4% | +4.5% | -6.9% | -2.1% |
| 30D | -26.7% | +7.5% | -34.3% | -26.3% |
| 3M | -9.6% | +0.8% | -10.5% | -9.3% |
| 6M | +86.0% | 0.0% | +86.0% | +86.2% |
| YTD | -7.5% | -3.0% | -4.5% | -8.1% |
| 1Y | -1.4% | -4.7% | +3.4% | -1.6% |
| 3Y | -14.3% | +36.5% | -50.8% | -25.5% |
| All | -14.3% | +36.1% | -50.4% | -25.5% |
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