+146.5%
ASX vs PGR
+21.4%
+125.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.5% | -6.4% | -2.1% |
| 7D | -14.6% | +4.1% | -18.7% | -11.9% |
| 30D | -21.1% | +10.4% | -31.5% | -14.5% |
| 3M | -3.1% | +11.4% | -14.5% | +6.3% |
| 6M | +17.4% | +17.9% | -0.5% | +35.7% |
| YTD | +135.3% | +9.8% | +125.6% | +167.3% |
| 1Y | +146.5% | +19.3% | +127.2% | +196.1% |
| All | +146.5% | +21.4% | +125.1% | +196.1% |
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