+2,759.3%
AXTI vs PEGA
+49.1%
+2,710.2%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEGA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.2% | -0.6% |
| 7D | +21.0% | -6.1% | +27.1% | +22.0% |
| 30D | -6.6% | +6.4% | -13.0% | -8.0% |
| 3M | -12.1% | +2.9% | -15.0% | -13.5% |
| 6M | +78.7% | -23.8% | +102.5% | +87.3% |
| YTD | +321.5% | -41.1% | +362.5% | +369.1% |
| 1Y | +2,166.8% | -38.2% | +2,205.0% | +2,380.4% |
| All | +2,759.3% | +49.1% | +2,710.2% | +2,589.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling