+159.5%
PGR vs AVAV
+58.4%
+101.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.5% | -4.1% | +0.1% |
| 7D | -3.4% | -0.1% | -3.3% | -3.4% |
| 30D | +1.8% | -25.0% | +26.8% | +3.0% |
| 3M | +5.9% | -15.0% | +20.9% | +6.3% |
| 6M | +4.6% | -33.6% | +38.2% | +6.0% |
| YTD | +1.1% | -39.2% | +40.3% | +2.2% |
| 1Y | -6.6% | -40.5% | +33.9% | -5.9% |
| 3Y | +74.2% | +29.6% | +44.6% | +59.3% |
| 5Y | +159.5% | +56.7% | +102.8% | +125.4% |
| All | +159.5% | +58.4% | +101.1% | +125.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 5y: compounded portfolio wealth divided by compounded AVAV 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…
5y analysis · Full analysis span regression · 6 months rolling