+7,712.8%
URI vs PEG
+1,566.1%
+6,146.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +3.3% | +3.5% | +5.2% |
| 7D | -4.0% | +0.9% | -4.9% | -4.4% |
| 30D | +6.8% | +3.8% | +3.0% | +4.8% |
| 3M | -2.8% | +0.1% | -2.9% | -3.0% |
| 6M | +20.9% | -1.0% | +21.8% | +21.0% |
| YTD | +40.2% | -4.1% | +44.4% | +42.3% |
| 1Y | +34.1% | -6.9% | +40.9% | +38.0% |
| 3Y | +164.1% | +35.6% | +128.5% | +122.5% |
| 5Y | +199.3% | +42.8% | +156.6% | +144.0% |
| 10Y | +1,218.8% | +160.2% | +1,058.6% | +696.3% |
| All | +7,712.8% | +1,566.1% | +6,146.7% | +2,963.2% |
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