+366.0%
WDC vs PEG
-8.5%
+374.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -3.0% |
| 7D | -4.3% | -0.9% | -3.4% | -4.2% |
| 30D | -1.5% | -3.7% | +2.2% | -0.9% |
| 3M | -15.5% | -7.3% | -8.2% | -15.5% |
| 6M | +66.5% | -10.5% | +76.9% | +69.6% |
| YTD | +159.9% | -7.5% | +167.4% | +156.8% |
| 1Y | +366.0% | -8.7% | +374.7% | +361.7% |
| All | +366.0% | -8.5% | +374.4% | +361.7% |
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