+802.8%
TEAM vs PEG
+179.1%
+623.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.6% |
| 7D | -0.4% | +0.7% | -1.1% | -0.6% |
| 30D | +67.3% | -2.4% | +69.7% | +68.0% |
| 3M | +86.8% | -4.8% | +91.6% | +88.1% |
| 6M | +146.8% | -10.7% | +157.5% | +150.7% |
| YTD | +16.9% | -6.7% | +23.6% | +17.3% |
| 1Y | +12.8% | -6.8% | +19.6% | +13.0% |
| 3Y | -7.3% | +34.5% | -41.8% | -15.2% |
| 5Y | -50.7% | +35.8% | -86.5% | -55.1% |
| 10Y | +529.8% | +141.7% | +388.1% | +436.9% |
| All | +802.8% | +179.1% | +623.6% | +857.7% |
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 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