+5.7%
AVGO vs PGR
+4.4%
+1.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -0.8% |
| 7D | +1.0% | -3.4% | +4.5% | -1.1% |
| 30D | -13.3% | +1.8% | -15.1% | -11.9% |
| 3M | -2.9% | +5.9% | -8.8% | +3.5% |
| 6M | +5.7% | +4.6% | +1.2% | +13.0% |
| All | +5.7% | +4.4% | +1.3% | +13.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling