+11.7%
DASH vs PGR
+178.6%
-166.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.2% | -2.4% | -4.4% |
| 7D | -10.6% | +0.1% | -10.7% | -10.6% |
| 30D | +2.2% | +2.9% | -0.8% | +1.9% |
| 3M | +32.3% | +12.1% | +20.2% | +30.9% |
| 6M | +19.1% | +3.7% | +15.4% | +18.5% |
| YTD | -6.5% | +2.4% | -8.9% | -6.9% |
| 1Y | -14.9% | -6.4% | -8.5% | -14.7% |
| 3Y | +151.9% | +76.8% | +75.1% | +141.3% |
| 5Y | +9.4% | +154.3% | -144.9% | +5.4% |
| All | +11.7% | +178.6% | -166.9% | +12.5% |
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