+32.3%
PGR vs AMIX
-99.9%
+132.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.0% | +4.4% | +0.3% |
| 7D | -3.4% | -6.3% | +2.9% | -3.4% |
| 30D | +1.8% | -51.9% | +53.7% | +1.9% |
| 3M | +5.9% | -44.9% | +50.8% | +5.8% |
| 6M | +4.6% | -47.9% | +52.5% | +4.4% |
| YTD | +1.1% | -62.0% | +63.1% | +1.2% |
| 1Y | -6.6% | -82.0% | +75.4% | -5.9% |
| All | +32.3% | -99.9% | +132.2% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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