-49.2%
PLTU vs PEGA
-46.8%
-2.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEGA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -1.7% |
| 7D | -9.2% | -8.2% | -1.0% | -2.3% |
| 30D | -37.3% | -11.6% | -25.8% | -30.8% |
| 3M | -14.7% | -4.2% | -10.5% | -13.0% |
| 6M | +17.3% | -12.0% | +29.2% | +29.5% |
| YTD | -39.4% | -46.9% | +7.5% | +13.0% |
| All | -49.2% | -46.8% | -2.3% | -4.6% |
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