+38,767.3%
ADI vs PGR
+42,507.8%
-3,740.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.7% | +4.2% | +4.6% |
| 7D | +4.6% | -0.6% | +5.2% | +4.8% |
| 30D | -1.2% | +4.9% | -6.1% | -3.0% |
| 3M | -7.8% | +7.6% | -15.5% | -11.3% |
| 6M | +19.3% | +8.3% | +11.1% | +14.0% |
| YTD | +40.9% | +1.7% | +39.2% | +37.3% |
| 1Y | +54.5% | -6.8% | +61.3% | +54.7% |
| 3Y | +123.4% | +73.4% | +50.0% | +73.3% |
| 5Y | +142.3% | +161.2% | -18.9% | +56.6% |
| 10Y | +664.1% | +819.5% | -155.4% | +199.4% |
| All | +38,767.3% | +42,507.8% | -3,740.5% | +4,882.8% |
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