+57.4%
PGR vs DOCS
+47.6%
+9.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.0% | -0.3% | -2.3% |
| 7D | -1.5% | -0.8% | -0.8% | -1.5% |
| 30D | +6.4% | +17.4% | -11.0% | +5.9% |
| 3M | +5.8% | +57.4% | -51.5% | +4.6% |
| 6M | +15.8% | +26.5% | -10.7% | +14.8% |
| YTD | +6.5% | -26.6% | +33.1% | +6.1% |
| 1Y | +15.7% | -48.1% | +63.8% | +15.4% |
| 3Y | +57.4% | +52.6% | +4.8% | +59.9% |
| All | +57.4% | +47.6% | +9.9% | +59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 3y: compounded portfolio wealth divided by compounded DOCS 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…
3y analysis · Full analysis span regression · 6 months rolling