+4.3%
PGR vs ACWI
+14.9%
-10.6%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | -0.1% |
| 7D | -2.7% | 0.0% | -2.6% | -2.7% |
| 30D | +0.7% | -0.6% | +1.3% | +0.4% |
| 3M | +7.7% | +4.3% | +3.5% | +10.7% |
| 6M | +4.3% | +12.7% | -8.4% | +8.7% |
| All | +4.3% | +14.9% | -10.6% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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