+811.9%
PGR vs DAR
+366.1%
+445.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +0.9% |
| 7D | -0.6% | -0.1% | -0.5% | -0.6% |
| 30D | +4.9% | +2.6% | +2.3% | +4.4% |
| 3M | +7.6% | +14.2% | -6.6% | +5.4% |
| 6M | +8.3% | +17.2% | -8.9% | +5.4% |
| YTD | +1.7% | +80.9% | -79.1% | -7.1% |
| 1Y | -6.8% | +104.0% | -110.8% | -16.7% |
| 3Y | +73.4% | +3.6% | +69.8% | +69.6% |
| 5Y | +161.2% | -7.8% | +169.0% | +153.3% |
| All | +811.9% | +366.1% | +445.8% | +474.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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