+11,253.4%
WDC vs PEG
+3,024.2%
+8,229.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.4% | -6.4% | -5.6% |
| 7D | +12.1% | +4.5% | +7.6% | +10.2% |
| 30D | -18.8% | +7.5% | -26.3% | -21.2% |
| 3M | -39.3% | +0.8% | -40.2% | -39.7% |
| 6M | -40.1% | 0.0% | -40.1% | -40.7% |
| YTD | +71.8% | -3.0% | +74.8% | +72.2% |
| 1Y | +88.5% | -4.7% | +93.2% | +90.1% |
| 3Y | +770.0% | +36.5% | +733.5% | +660.2% |
| 5Y | +549.0% | +44.4% | +504.7% | +448.7% |
| 10Y | +650.3% | +170.2% | +480.1% | +403.9% |
| All | +11,253.4% | +3,024.2% | +8,229.2% | +3,542.3% |
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