-18.4%
PLTD vs PEGA
-45.2%
+26.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEGA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.5% | +0.3% | -4.8% |
| 7D | +13.7% | -4.5% | +18.3% | +11.4% |
| 30D | +18.4% | -5.7% | +24.1% | +15.7% |
| 3M | -7.5% | +2.7% | -10.1% | -4.6% |
| 6M | -31.3% | -10.5% | -20.8% | -31.0% |
| YTD | -15.4% | -45.4% | +30.0% | -33.9% |
| 1Y | -18.4% | -44.7% | +26.3% | -34.8% |
| All | -18.4% | -45.2% | +26.8% | -34.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling