-24.5%
UBER vs PEGA
-47.0%
+22.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEGA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | +1.2% | -8.6% | +9.8% | +3.1% |
| 30D | -1.1% | -10.1% | +8.9% | +1.0% |
| 3M | -10.0% | -4.7% | -5.3% | -9.3% |
| 6M | -7.2% | -8.0% | +0.8% | -6.6% |
| YTD | -13.5% | -47.1% | +33.6% | -6.9% |
| 1Y | -24.5% | -47.5% | +23.0% | -18.8% |
| All | -24.5% | -47.0% | +22.6% | -18.8% |
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