+1.2%
NOW vs PGR
+159.1%
-157.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | -9.9% | -3.4% | -6.5% | -9.1% |
| 30D | +2.8% | +1.8% | +1.0% | +2.4% |
| 3M | +23.7% | +5.9% | +17.8% | +22.2% |
| 6M | +12.5% | +4.6% | +7.9% | +11.3% |
| YTD | -14.4% | +1.1% | -15.4% | -14.7% |
| 1Y | -29.0% | -6.6% | -22.4% | -28.1% |
| 3Y | +9.3% | +74.2% | -64.9% | -7.4% |
| 5Y | +1.2% | +159.5% | -158.3% | -29.0% |
| All | +1.2% | +159.1% | -157.9% | -29.0% |
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