+127,577.9%
AAPL vs PGR
+42,507.8%
+85,070.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.1% | +1.5% |
| 7D | +3.8% | -0.6% | +4.5% | +4.0% |
| 30D | +9.9% | +4.9% | +5.0% | +8.3% |
| 3M | +12.5% | +7.6% | +4.8% | +9.5% |
| 6M | +27.6% | +8.3% | +19.4% | +23.7% |
| YTD | +22.6% | +1.7% | +20.8% | +20.8% |
| 1Y | +45.0% | -6.8% | +51.8% | +46.3% |
| 3Y | +87.8% | +73.4% | +14.3% | +53.1% |
| 5Y | +128.7% | +161.2% | -32.5% | +60.3% |
| 10Y | +1,308.9% | +819.5% | +489.4% | +565.5% |
| All | +127,577.9% | +42,507.8% | +85,070.1% | +25,926.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PGR.
Daily Out/Under-Performance
Portfolio return minus PGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PGR 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 all: compounded portfolio wealth divided by compounded PGR 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…
all analysis · Full analysis span regression · 6 months rolling