+103.8%
MSTR vs PGR
+159.7%
-56.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.9% |
| 7D | -8.3% | -0.6% | -7.7% | -8.3% |
| 30D | +38.1% | +4.9% | +33.2% | +38.1% |
| 3M | +9.0% | +7.6% | +1.4% | +8.9% |
| 6M | -5.3% | +8.3% | -13.6% | -5.4% |
| YTD | -13.8% | +1.7% | -15.5% | -13.6% |
| 1Y | -59.8% | -6.8% | -53.0% | -59.4% |
| 3Y | +282.2% | +73.4% | +208.7% | +235.8% |
| All | +103.8% | +159.7% | -56.0% | +63.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling