-30.2%
PEGA vs SOXQ
+111.3%
-141.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.4% | -4.3% | -0.6% |
| 7D | +3.3% | +2.3% | +0.9% | +3.6% |
| 30D | +17.7% | -2.3% | +20.0% | +17.5% |
| 3M | +5.8% | -13.8% | +19.6% | +5.1% |
| 6M | -20.3% | +48.6% | -68.9% | -24.6% |
| YTD | -37.1% | +66.0% | -103.1% | -42.6% |
| 1Y | -30.2% | +107.9% | -138.1% | -41.9% |
| All | -30.2% | +111.3% | -141.5% | -41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 1y: compounded portfolio wealth divided by compounded SOXQ 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…
1y analysis · Full analysis span regression · 6 months rolling