+910.3%
XBI vs PEG
+361.7%
+548.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -4.6% | -0.9% | -3.7% | -4.3% |
| 30D | -0.8% | -2.8% | +2.0% | +0.2% |
| 3M | +21.8% | -6.9% | +28.8% | +24.9% |
| 6M | +23.2% | -11.4% | +34.6% | +28.3% |
| YTD | +28.7% | -7.4% | +36.1% | +31.8% |
| 1Y | +67.8% | -8.3% | +76.0% | +72.1% |
| 3Y | +100.6% | +31.5% | +69.1% | +77.5% |
| 5Y | +19.8% | +38.0% | -18.1% | +3.0% |
| 10Y | +159.7% | +148.3% | +11.4% | +70.9% |
| All | +910.3% | +361.7% | +548.5% | +382.8% |
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