+17,845.4%
WDC vs PEG
+2,907.1%
+14,938.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.1% | +6.0% | +5.9% |
| 7D | +1.7% | +0.7% | +1.0% | +1.5% |
| 30D | -10.0% | -2.4% | -7.5% | -9.1% |
| 3M | -18.8% | -4.8% | -14.0% | -17.6% |
| 6M | +79.0% | -10.7% | +89.7% | +86.1% |
| YTD | +171.6% | -6.7% | +178.2% | +177.2% |
| 1Y | +417.4% | -6.8% | +424.2% | +427.6% |
| 3Y | +1,251.8% | +34.5% | +1,217.3% | +1,088.6% |
| 5Y | +911.7% | +35.8% | +875.9% | +778.2% |
| 10Y | +1,399.6% | +141.7% | +1,257.9% | +950.4% |
| All | +17,845.4% | +2,907.1% | +14,938.3% | +5,764.2% |
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