+32,991.5%
GILD vs PGR
+29,532.1%
+3,459.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.4% | -0.9% |
| 7D | -4.8% | -0.6% | -4.2% | -4.6% |
| 30D | +5.8% | +4.9% | +0.8% | +4.2% |
| 3M | +14.9% | +7.6% | +7.3% | +12.1% |
| 6M | -0.4% | +8.3% | -8.6% | -3.3% |
| YTD | +18.5% | +1.7% | +16.8% | +17.0% |
| 1Y | +25.1% | -6.8% | +32.0% | +26.3% |
| 3Y | +105.9% | +73.4% | +32.4% | +70.4% |
| 5Y | +143.0% | +161.2% | -18.2% | +74.4% |
| 10Y | +162.4% | +819.5% | -657.1% | +25.1% |
| All | +32,991.5% | +29,532.1% | +3,459.4% | +6,614.1% |
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 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