-33.2%
INFY vs PEGA
+52.0%
-85.2%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEGA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -0.5% |
| 7D | -9.8% | -5.3% | -4.5% | -8.8% |
| 30D | -13.4% | +8.3% | -21.7% | -14.7% |
| 3M | -7.2% | +8.9% | -16.2% | -9.0% |
| 6M | -20.6% | -19.7% | -0.9% | -18.7% |
| YTD | -37.5% | -39.9% | +2.4% | -33.9% |
| 1Y | -33.4% | -36.4% | +3.0% | -30.3% |
| All | -33.2% | +52.0% | -85.2% | -38.9% |
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