+41,953.0%
PGR vs BEN
+4,758.9%
+37,194.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.7% | +0.8% |
| 7D | -3.4% | +0.3% | -3.8% | -3.6% |
| 30D | +1.8% | +0.9% | +0.9% | +1.4% |
| 3M | +5.9% | +9.2% | -3.3% | +2.3% |
| 6M | +4.6% | +36.8% | -32.2% | -6.9% |
| YTD | +1.1% | +44.4% | -43.3% | -12.0% |
| 1Y | -6.6% | +45.8% | -52.4% | -19.2% |
| 3Y | +74.2% | +52.5% | +21.7% | +42.5% |
| 5Y | +159.5% | +37.7% | +121.8% | +111.4% |
| 10Y | +813.4% | +55.4% | +758.0% | +553.6% |
| All | +41,953.0% | +4,758.9% | +37,194.1% | +10,994.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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