+6,516.0%
AXP vs PGR
+46,085.6%
-39,569.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.7% |
| 7D | -0.1% | +3.5% | -3.6% | -1.8% |
| 30D | +4.4% | +10.5% | -6.0% | -0.7% |
| 3M | -6.4% | +12.9% | -19.4% | -12.2% |
| 6M | +4.2% | +20.4% | -16.3% | -6.5% |
| YTD | -12.4% | +10.3% | -22.6% | -18.3% |
| 1Y | -11.1% | +12.5% | -23.6% | -18.1% |
| 3Y | +114.9% | +59.3% | +55.6% | +61.9% |
| 5Y | +87.4% | +173.9% | -86.5% | +3.2% |
| 10Y | +420.8% | +837.6% | -416.7% | +47.3% |
| All | +6,516.0% | +46,085.6% | -39,569.6% | +361.9% |
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 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