+811.9%
PGR vs AMC
-98.9%
+910.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.2% | -3.6% | +0.7% |
| 7D | -0.6% | -7.2% | +6.6% | -0.6% |
| 30D | +4.9% | -2.8% | +7.7% | +4.9% |
| 3M | +7.6% | +7.9% | -0.3% | +7.7% |
| 6M | +8.3% | +119.6% | -111.4% | +8.6% |
| YTD | +1.7% | +57.7% | -56.0% | +2.0% |
| 1Y | -6.8% | -12.1% | +5.3% | -6.8% |
| 3Y | +73.4% | -66.5% | +139.9% | +73.5% |
| 5Y | +161.2% | -99.5% | +260.7% | +157.3% |
| All | +811.9% | -98.9% | +910.8% | +895.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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