+1,394.6%
WDC vs PEG
+32.2%
+1,362.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.4% | +1.5% |
| 7D | +7.5% | -0.1% | +7.6% | +7.5% |
| 30D | +10.1% | -1.7% | +11.8% | +10.8% |
| 3M | -6.8% | -6.8% | 0.0% | -4.8% |
| 6M | +84.1% | -11.4% | +95.5% | +92.2% |
| YTD | +180.3% | -7.2% | +187.5% | +185.4% |
| 1Y | +411.1% | -6.1% | +417.2% | +416.2% |
| All | +1,394.6% | +32.2% | +1,362.4% | +1,425.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling