+286.8%
DELL vs PGR
+5.4%
+281.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.7% | +11.3% | +12.4% |
| 7D | +8.2% | -0.6% | +8.8% | +7.8% |
| 30D | +17.1% | +4.9% | +12.1% | +21.0% |
| 3M | +45.2% | +7.6% | +37.5% | +60.3% |
| 6M | +286.8% | +8.3% | +278.5% | +345.7% |
| All | +286.8% | +5.4% | +281.4% | +345.7% |
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