+2,239.1%
PGR vs ACWI
+354.7%
+1,884.5%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.4% | -1.5% |
| 7D | -2.6% | +1.1% | -3.6% | -3.4% |
| 30D | -0.2% | -0.2% | 0.0% | -0.1% |
| 3M | +7.4% | +4.7% | +2.7% | +2.9% |
| 6M | +2.1% | +14.5% | -12.3% | -9.6% |
| YTD | +0.5% | +14.6% | -14.2% | -11.4% |
| 1Y | -6.9% | +21.4% | -28.4% | -22.1% |
| 3Y | +73.2% | +77.6% | -4.4% | +3.6% |
| 5Y | +154.8% | +68.1% | +86.7% | +56.2% |
| 10Y | +786.4% | +226.1% | +560.3% | +189.7% |
| All | +2,239.1% | +354.7% | +1,884.5% | +394.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling