+447.1%
ASX vs PGR
+159.1%
+288.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.3% | -3.6% | -3.2% |
| 7D | +6.5% | -3.4% | +9.9% | +6.2% |
| 30D | +3.1% | +1.8% | +1.3% | +3.3% |
| 3M | +17.4% | +5.9% | +11.5% | +17.4% |
| 6M | +85.4% | +4.6% | +80.9% | +85.7% |
| YTD | +150.1% | +1.1% | +149.0% | +150.8% |
| 1Y | +256.3% | -6.6% | +262.9% | +260.5% |
| 3Y | +446.9% | +74.2% | +372.6% | +380.9% |
| 5Y | +447.1% | +159.5% | +287.6% | +298.9% |
| All | +447.1% | +159.1% | +288.0% | +298.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling