+811.9%
PGR vs A
+256.4%
+555.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.7% | -2.0% | 0.0% |
| 7D | -0.6% | -2.6% | +2.0% | 0.0% |
| 30D | +4.9% | -0.9% | +5.8% | +5.1% |
| 3M | +7.6% | +13.6% | -6.0% | +4.2% |
| 6M | +8.3% | +27.8% | -19.6% | +1.0% |
| YTD | +1.7% | +8.6% | -6.9% | -1.3% |
| 1Y | -6.8% | +16.9% | -23.7% | -11.7% |
| 3Y | +73.4% | +32.9% | +40.5% | +51.6% |
| 5Y | +161.2% | -14.1% | +175.3% | +161.6% |
| All | +811.9% | +256.4% | +555.5% | +440.2% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling