+529.2%
ASX vs PEGA
-45.8%
+575.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEGA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.4% | +7.0% | +6.7% |
| 7D | +0.8% | -8.6% | +9.5% | +2.0% |
| 30D | -20.4% | -10.1% | -10.3% | -19.5% |
| 3M | -2.1% | -4.7% | +2.6% | -2.3% |
| 6M | +8.2% | -8.0% | +16.2% | +7.6% |
| YTD | +137.3% | -47.1% | +184.4% | +159.1% |
| 1Y | +155.0% | -47.5% | +202.5% | +178.6% |
| 3Y | +397.9% | +40.2% | +357.7% | +324.1% |
| 5Y | +529.2% | -45.7% | +575.0% | +511.2% |
| All | +529.2% | -45.8% | +575.1% | +511.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PEGA.
Daily Out/Under-Performance
Portfolio return minus PEGA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEGA 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 5y: compounded portfolio wealth divided by compounded PEGA 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…
5y analysis · Full analysis span regression · 6 months rolling