+105.2%
TQQQ vs PEG
+36.3%
+68.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.7% |
| 7D | -1.9% | -0.9% | -1.0% | -1.1% |
| 30D | -4.9% | -3.7% | -1.1% | -1.7% |
| 3M | -6.4% | -7.3% | +0.9% | -0.7% |
| 6M | +44.4% | -10.5% | +54.9% | +56.8% |
| YTD | +35.2% | -7.5% | +42.7% | +40.7% |
| 1Y | +49.5% | -8.7% | +58.2% | +56.6% |
| 3Y | +250.7% | +31.4% | +219.4% | +140.6% |
| All | +105.2% | +36.3% | +68.8% | +36.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling