+159.5%
PGR vs HAS
+12.1%
+147.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.2% |
| 7D | -3.4% | -3.1% | -0.4% | -3.2% |
| 30D | +1.8% | -6.4% | +8.2% | +2.2% |
| 3M | +5.9% | +10.4% | -4.5% | +5.3% |
| 6M | +4.6% | -3.7% | +8.2% | +4.8% |
| YTD | +1.1% | +12.5% | -11.4% | +0.2% |
| 1Y | -6.6% | +19.8% | -26.4% | -7.9% |
| 3Y | +74.2% | +46.0% | +28.2% | +69.5% |
| 5Y | +159.5% | +12.5% | +147.0% | +166.9% |
| All | +159.5% | +12.1% | +147.4% | +166.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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