+124.5%
PLTU vs PEGA
-23.8%
+148.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEGA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -4.2% | -0.5% | -0.8% |
| 7D | -11.6% | -2.4% | -9.2% | -9.6% |
| 30D | -4.6% | +9.6% | -14.2% | -12.3% |
| 3M | +33.7% | +2.3% | +31.4% | +30.9% |
| 6M | -9.4% | -23.9% | +14.5% | +16.2% |
| YTD | -34.7% | -39.8% | +5.1% | +2.9% |
| 1Y | -23.2% | -37.4% | +14.2% | +14.9% |
| All | +124.5% | -23.8% | +148.3% | +112.6% |
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 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