+18.8%
PGR vs AHR
+23.7%
-4.9%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | +1.3% | +5.9% | -4.6% | +0.4% |
| 30D | +10.0% | +11.0% | -1.0% | +8.2% |
| 3M | +9.6% | +1.5% | +8.1% | +9.1% |
| 6M | +18.0% | +13.9% | +4.1% | +16.3% |
| YTD | +9.0% | +20.9% | -11.9% | +8.1% |
| 1Y | +18.8% | +21.4% | -2.6% | +17.6% |
| All | +18.8% | +23.7% | -4.9% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 1y: compounded portfolio wealth divided by compounded AHR 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…
1y analysis · Full analysis span regression · 6 months rolling