+18.8%
PGR vs EQH
+12.7%
+6.1%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.7% | +5.0% | -0.4% |
| 7D | +1.3% | -3.1% | +4.4% | +1.5% |
| 30D | +10.0% | -2.9% | +12.9% | +10.1% |
| 3M | +9.6% | +3.1% | +6.5% | +9.6% |
| 6M | +18.0% | +21.8% | -3.8% | +16.8% |
| YTD | +9.0% | +13.3% | -4.3% | +9.3% |
| 1Y | +18.8% | +20.1% | -1.3% | +19.2% |
| All | +18.8% | +12.7% | +6.1% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 1y: compounded portfolio wealth divided by compounded EQH 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…
1y analysis · Full analysis span regression · 6 months rolling