+614.2%
TEAM vs PEG
+190.0%
+424.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -3.0% | -1.7% |
| 7D | -2.4% | +4.5% | -6.9% | -3.1% |
| 30D | -26.7% | +7.5% | -34.3% | -27.6% |
| 3M | -9.6% | +0.8% | -10.5% | -9.9% |
| 6M | +86.0% | 0.0% | +86.0% | +85.3% |
| YTD | -7.5% | -3.0% | -4.5% | -7.9% |
| 1Y | -1.4% | -4.7% | +3.4% | -1.4% |
| 3Y | -14.3% | +36.5% | -50.8% | -21.8% |
| 5Y | -66.3% | +44.4% | -110.7% | -69.6% |
| 10Y | +445.6% | +170.2% | +275.4% | +362.0% |
| All | +614.2% | +190.0% | +424.2% | +652.1% |
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