+805.9%
PGR vs AMBA
+8.8%
+797.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.4% |
| 7D | -3.4% | +7.1% | -10.5% | -3.8% |
| 30D | +1.8% | -18.1% | +19.9% | +2.7% |
| 3M | +5.9% | +8.4% | -2.4% | +4.7% |
| 6M | +4.6% | +25.7% | -21.1% | +2.0% |
| YTD | +1.1% | -4.2% | +5.3% | 0.0% |
| 1Y | -6.6% | -18.7% | +12.1% | -7.1% |
| 3Y | +74.2% | +13.3% | +60.9% | +64.8% |
| 5Y | +159.5% | -54.2% | +213.7% | +154.2% |
| All | +805.9% | +8.8% | +797.1% | +612.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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