+140.0%
WBD vs PEG
-7.0%
+147.0%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -1.8% | +0.7% | -2.5% | -1.9% |
| 30D | +8.8% | -2.4% | +11.2% | +9.0% |
| 3M | +4.6% | -4.8% | +9.4% | +5.1% |
| 6M | +1.1% | -10.7% | +11.8% | +2.6% |
| YTD | -2.0% | -6.7% | +4.7% | -1.4% |
| 1Y | +140.0% | -6.8% | +146.9% | +136.7% |
| All | +140.0% | -7.0% | +147.0% | +136.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling