+41,818.8%
PGR vs HAS
+3,456.2%
+38,362.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.6% |
| 7D | -2.7% | -4.8% | +2.2% | -1.7% |
| 30D | +0.7% | -5.1% | +5.9% | +1.8% |
| 3M | +7.7% | +6.4% | +1.3% | +6.0% |
| 6M | +4.3% | -5.6% | +10.0% | +4.8% |
| YTD | +0.7% | +11.0% | -10.2% | -2.3% |
| 1Y | -5.7% | +16.8% | -22.4% | -9.6% |
| 3Y | +73.7% | +44.0% | +29.6% | +55.2% |
| 5Y | +158.4% | +11.0% | +147.4% | +139.5% |
| 10Y | +810.5% | +56.0% | +754.5% | +638.0% |
| All | +41,818.8% | +3,456.2% | +38,362.6% | +17,779.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling