+143.9%
DASH vs PGR
+71.2%
+72.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.8% | -3.5% | -5.2% |
| 7D | -11.2% | -2.6% | -8.6% | -11.0% |
| 30D | -7.3% | -0.2% | -7.1% | -7.3% |
| 3M | +31.4% | +7.4% | +24.1% | +31.0% |
| 6M | +11.9% | +2.1% | +9.7% | +11.6% |
| YTD | -11.5% | +0.5% | -12.0% | -11.6% |
| 1Y | -20.0% | -6.9% | -13.1% | -19.9% |
| 3Y | +143.9% | +73.2% | +70.8% | +208.1% |
| All | +143.9% | +71.2% | +72.8% | +208.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling