+29.9%
PGR vs AHR
+356.1%
-326.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.5% | +0.8% |
| 7D | -0.6% | -2.1% | +1.5% | -0.3% |
| 30D | +4.9% | +1.9% | +3.1% | +4.7% |
| 3M | +7.6% | +15.7% | -8.0% | +5.6% |
| 6M | +8.3% | +2.5% | +5.7% | +7.6% |
| YTD | +1.7% | +15.0% | -13.3% | -0.5% |
| 1Y | -6.8% | +28.1% | -35.0% | -10.7% |
| All | +29.9% | +356.1% | -326.1% | +15.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling