+46.1%
ASML vs PGR
+21.4%
+24.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.5% | -6.1% | -1.7% |
| 7D | -10.0% | +4.1% | -14.1% | -7.2% |
| 30D | -19.4% | +10.4% | -29.9% | -12.9% |
| 3M | -12.5% | +11.4% | -23.9% | -4.3% |
| 6M | +8.2% | +17.9% | -9.7% | +25.6% |
| YTD | +40.7% | +9.8% | +30.9% | +61.5% |
| 1Y | +46.1% | +19.3% | +26.9% | +85.3% |
| All | +46.1% | +21.4% | +24.8% | +85.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling