+360.5%
BE vs PGR
-6.1%
+366.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.2% | +9.6% | +4.9% |
| 7D | +20.0% | +0.1% | +19.8% | +20.2% |
| 30D | +7.9% | +2.9% | +5.0% | +12.3% |
| 3M | -13.2% | +12.1% | -25.3% | +1.9% |
| 6M | +53.5% | +3.7% | +49.8% | +70.7% |
| YTD | +191.0% | +2.4% | +188.7% | +226.1% |
| 1Y | +360.5% | -6.4% | +366.9% | +516.1% |
| All | +360.5% | -6.1% | +366.6% | +516.1% |
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